Forbes Financial Planning, Inc. VBR Holdings History
Forbes Financial Planning, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 47,367.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $8.82 Mil. This investment constitutes 6.54% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 10 purchases of VBR, at an average price of $182.48, for a total of 48,173.00 shares. In addition, there have been 2 sales at an average price of $195.02 for 806.00 shares. Based on historical transaction data and VBR's current price of $200.50, Forbes Financial Planning, Inc.'s estimated gain on his VBR holdings is $863,864.78, reflecting a 9.83% gain to date.
Forbes Financial Planning, Inc. VBR ($200.50) Holding Chart
Forbes Financial Planning, Inc. VBR ($200.50) 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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