General Partner, Inc. VBR Holdings History

Number of Shares
29,359.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
3.35%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
13.02%

General Partner, Inc.'s Vanguard Small Cap Value ETF Holding Summary

As of 2025-06-30, General Partner, Inc. held 29,359.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $5.73 Mil. This investment constitutes 3.35% of their stock portfolio, and General Partner, Inc. now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2022Q4. And since then General Partner, Inc. has made 4 purchases of VBR, at an average price of $174.75, for a total of 50,959.00 shares. In addition, there have been 1 sales at an average price of $197.54 for 21,600.00 shares. Based on historical transaction data and VBR's current price of $197.49, General Partner, Inc.'s estimated gain on his VBR holdings is $1.16 Mil, reflecting a 13.02% gain to date.

General Partner, Inc. VBR ($197.49) Holding Chart

General Partner, Inc. VBR ($197.49) 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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