JPL Wealth Management, LLC VBR Holdings History
JPL Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q1. And since then JPL Wealth Management, LLC has made 2 purchases of VBR, at an average price of $193.61, for a total of 3,446.00 shares. In addition, there have been 2 sales at an average price of $197.35 for 3,446.00 shares. Based on historical transaction data and VBR's current price of $200.25, JPL Wealth Management, LLC's estimated gain on his VBR holdings is $12,878.35, reflecting a 1.93% gain to date.
JPL Wealth Management, LLC VBR ($200.25) Holding Chart
JPL Wealth Management, LLC VBR ($200.25) 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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