INSPIRION WEALTH ADVISORS, LLC VBR Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 231,924.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $45.23 Mil. This investment constitutes 5.99% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.16% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 27 purchases of VBR, at an average price of $135.29, for a total of 263,908.00 shares. In addition, there have been 5 sales at an average price of $151.21 for 31,984.00 shares. Based on historical transaction data and VBR's current price of $201.36, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VBR holdings is $15.83 Mil, reflecting a 44.35% gain to date.
INSPIRION WEALTH ADVISORS, LLC VBR ($201.36) Holding Chart
INSPIRION WEALTH ADVISORS, LLC VBR ($201.36) 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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