FUTURE YOU WEALTH LLC VBR Holdings History
FUTURE YOU WEALTH LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 17,070.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $3.18 Mil. This investment constitutes 2.04% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VBR's current price of $203.90, FUTURE YOU WEALTH LLC's estimated gain on his VBR holdings is $108,565.20, reflecting a 3.22% gain to date.
FUTURE YOU WEALTH LLC VBR ($203.90) Holding Chart
FUTURE YOU WEALTH LLC VBR ($203.90) 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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