Inlight Wealth Management, LLC VBR Holdings History
Inlight Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 4,592.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $855,450.00. This investment constitutes 0.53% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2025Q1. And since then Inlight Wealth Management, LLC has made 1 purchases of VBR, at an average price of $197.54, for a total of 4,592.00 shares. Based on historical transaction data and VBR's current price of $201.16, Inlight Wealth Management, LLC's estimated gain on his VBR holdings is $16,623.04, reflecting a 1.83% gain to date.
Inlight Wealth Management, LLC VBR ($201.16) Holding Chart
Inlight Wealth Management, LLC 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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