Guidant Wealth Advisors VBR Holdings History
Number of Shares
56,523.00
Current Holdings Value*
$7.28 Mil
% of Portfolio
3.34%
Total Estimate Gain
$4.22 Mil
% of Total Estimate Gain
58.98%
Guidant Wealth Advisors's Vanguard Small Cap Value ETF Holding Summary
As of 2019-09-30, Guidant Wealth Advisors held 56,523.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $7.28 Mil. This investment constitutes 3.34% of their stock portfolio, and Guidant Wealth Advisors now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q4. And since then Guidant Wealth Advisors has made 4 purchases of VBR, at an average price of $126.53, for a total of 56,523.00 shares. Based on historical transaction data and VBR's current price of $201.16, Guidant Wealth Advisors's estimated gain on his VBR holdings is $4.22 Mil, reflecting a 58.98% gain to date.
Guidant Wealth Advisors VBR ($201.16) Holding Chart
Guidant Wealth Advisors VBR ($201.16) 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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