FSA Investment Group, LLC VBR Holdings History
Number of Shares
6,086.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.97%
Total Estimate Gain
$-18,130.46
% of Total Estimate Gain
-1.46%
FSA Investment Group, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, FSA Investment Group, LLC held 6,086.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.13 Mil. This investment constitutes 0.97% of their stock portfolio, and FSA Investment Group, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q4. And since then FSA Investment Group, LLC has made 1 purchases of VBR, at an average price of $204.59, for a total of 6,086.00 shares. Based on historical transaction data and VBR's current price of $201.61, FSA Investment Group, LLC's estimated gain on his VBR holdings is $-18,130.46, reflecting a -1.46% gain to date.
FSA Investment Group, LLC VBR ($201.61) Holding Chart
FSA Investment Group, LLC VBR ($201.61) 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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