IVC Wealth Advisors LLC VBR Holdings History
IVC Wealth Advisors LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 11,108.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $2.17 Mil. This investment constitutes 1.06% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2025Q1. And since then IVC Wealth Advisors LLC has made 2 purchases of VBR, at an average price of $195.97, for a total of 11,108.00 shares. Based on historical transaction data and VBR's current price of $202.57, IVC Wealth Advisors LLC's estimated gain on his VBR holdings is $73,323.34, reflecting a 3.37% gain to date.
IVC Wealth Advisors LLC VBR ($202.57) Holding Chart
IVC Wealth Advisors LLC VBR ($202.57) 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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