Grey Fox Wealth Advisors, LLC VBR Holdings History
Grey Fox Wealth Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 109,424.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $20.38 Mil. This investment constitutes 6.13% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 9 purchases of VBR, at an average price of $171.26, for a total of 109,424.00 shares. Based on historical transaction data and VBR's current price of $204.67, Grey Fox Wealth Advisors, LLC's estimated gain on his VBR holdings is $3.66 Mil, reflecting a 19.51% gain to date.
Grey Fox Wealth Advisors, LLC VBR ($204.67) Holding Chart
Grey Fox Wealth Advisors, LLC VBR ($204.67) 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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