Efficient Advisors, LLC VBR Holdings History
Efficient Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Efficient Advisors, LLC held 567,895.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $105.79 Mil. This investment constitutes 6.89% of their stock portfolio, and Efficient Advisors, LLC now holds 0.37% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2013Q4. And since then Efficient Advisors, LLC has made 19 purchases of VBR, at an average price of $129.66, for a total of 811,841.00 shares. In addition, there have been 18 sales at an average price of $160.59 for 243,946.00 shares. Based on historical transaction data and VBR's current price of $198.41, Efficient Advisors, LLC's estimated gain on his VBR holdings is $46.59 Mil, reflecting a 44.26% gain to date.
Efficient Advisors, LLC VBR ($198.41) Holding Chart
Efficient Advisors, LLC VBR ($198.41) 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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