Fee-Only Financial Planning, L.C. VBR Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 53,656.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $10.00 Mil. This investment constitutes 6.82% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 2 purchases of VBR, at an average price of $158.36, for a total of 58,164.00 shares. In addition, there have been 7 sales at an average price of $183.27 for 4,508.00 shares. Based on historical transaction data and VBR's current price of $201.70, Fee-Only Financial Planning, L.C.'s estimated gain on his VBR holdings is $2.44 Mil, reflecting a 26.47% gain to date.
Fee-Only Financial Planning, L.C. VBR ($201.70) Holding Chart
Fee-Only Financial Planning, L.C. VBR ($201.70) 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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