Edmonds Duncan Registered Investment Advisors, LLC VBR Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 70,228.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $14.10 Mil. This investment constitutes 3.09% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.05% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2020Q1. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 14 purchases of VBR, at an average price of $135.67, for a total of 79,005.00 shares. In addition, there have been 5 sales at an average price of $165.79 for 8,777.00 shares. Based on historical transaction data and VBR's current price of $197.49, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his VBR holdings is $4.61 Mil, reflecting a 42.97% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC VBR ($197.49) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC VBR ($197.49) 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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