Number of Shares
8,993.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
0.61%
Total Estimate Gain
$971,208.63
% of Total Estimate Gain
27.04%

FIRST UNITED BANK & TRUST's Vanguard Small Cap Value ETF Holding Summary

As of 2025-06-30, FIRST UNITED BANK & TRUST held 8,993.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.75 Mil. This investment constitutes 0.61% of their stock portfolio, and FIRST UNITED BANK & TRUST now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2017Q1. And since then FIRST UNITED BANK & TRUST has made 13 purchases of VBR, at an average price of $137.30, for a total of 26,161.00 shares. In addition, there have been 17 sales at an average price of $158.80 for 17,168.00 shares. Based on historical transaction data and VBR's current price of $204.25, FIRST UNITED BANK & TRUST's estimated gain on his VBR holdings is $971,208.63, reflecting a 27.04% gain to date.

FIRST UNITED BANK & TRUST VBR ($204.25) Holding Chart

FIRST UNITED BANK & TRUST VBR ($204.25) 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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