Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$124,331.12
% of Total Estimate Gain
27.99%

Ipsen Advisor Group LLC's Vanguard Small Cap Value ETF Holding Summary

As of 2025-03-31, Ipsen Advisor Group LLC held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2022Q4. In addition, there have been 2 sales at an average price of $202.49 for 2,808.00 shares. Based on historical transaction data and VBR's current price of $200.50, Ipsen Advisor Group LLC's estimated gain on his VBR holdings is $124,331.12, reflecting a 27.99% gain to date.

Ipsen Advisor Group LLC VBR ($200.50) Holding Chart

Ipsen Advisor Group LLC VBR ($200.50) 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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