Institute For Wealth Management, LLC. VBR Holdings History
Institute for Wealth Management, LLC.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 18,970.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $3.70 Mil. This investment constitutes 0.41% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2013Q4. And since then Institute for Wealth Management, LLC. has made 15 purchases of VBR, at an average price of $139.49, for a total of 45,644.00 shares. In addition, there have been 17 sales at an average price of $135.99 for 26,674.00 shares. Based on historical transaction data and VBR's current price of $204.67, Institute for Wealth Management, LLC.'s estimated gain on his VBR holdings is $1.14 Mil, reflecting a 17.95% gain to date.
Institute for Wealth Management, LLC. VBR ($204.67) Holding Chart
Institute for Wealth Management, 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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