Ervin Investment Management, LLC VBR Holdings History
Ervin Investment Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Ervin Investment Management, LLC held 23,822.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $4.65 Mil. This investment constitutes 2.91% of their stock portfolio, and Ervin Investment Management, LLC now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2021Q4. And since then Ervin Investment Management, LLC has made 9 purchases of VBR, at an average price of $170.27, for a total of 25,887.00 shares. In addition, there have been 5 sales at an average price of $186.47 for 2,065.00 shares. Based on historical transaction data and VBR's current price of $204.67, Ervin Investment Management, LLC's estimated gain on his VBR holdings is $852,911.94, reflecting a 19.35% gain to date.
Ervin Investment Management, LLC VBR ($204.67) Holding Chart
Ervin Investment Management, LLC VBR ($204.67) 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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