Financial Advisory Corp VBR Holdings History
Financial Advisory Corp's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Financial Advisory Corp held 275,782.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $53.78 Mil. This investment constitutes 8.25% of their stock portfolio, and Financial Advisory Corp now holds 0.19% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q4. And since then Financial Advisory Corp has made 2 purchases of VBR, at an average price of $204.21, for a total of 275,782.00 shares. Based on historical transaction data and VBR's current price of $202.57, Financial Advisory Corp's estimated gain on his VBR holdings is $-452,907.44, reflecting a -0.80% gain to date.
Financial Advisory Corp VBR ($202.57) Holding Chart
Financial Advisory Corp VBR ($202.57) 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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