Dynamic US Opportunity Fund VBR Holdings History
Dynamic US Opportunity Fund's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Dynamic US Opportunity Fund held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dynamic US Opportunity Fund now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Dynamic US Opportunity Fund has made 1 purchases of VBR, at an average price of $163.24, for a total of 32,455.00 shares. In addition, there have been 2 sales at an average price of $201.87 for 32,455.00 shares. Based on historical transaction data and VBR's current price of $198.84, Dynamic US Opportunity Fund's estimated gain on his VBR holdings is $1.25 Mil, reflecting a 23.66% gain to date.
Dynamic US Opportunity Fund VBR ($198.84) Holding Chart
Dynamic US Opportunity Fund VBR ($198.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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