Jacobsen Capital Management VBR Holdings History
Jacobsen Capital Management's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 67,987.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $12.67 Mil. This investment constitutes 5.5% of their stock portfolio, and Jacobsen Capital Management now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q3. And since then Jacobsen Capital Management has made 14 purchases of VBR, at an average price of $146.30, for a total of 124,814.00 shares. In addition, there have been 8 sales at an average price of $174.44 for 56,827.00 shares. Based on historical transaction data and VBR's current price of $201.70, Jacobsen Capital Management's estimated gain on his VBR holdings is $5.37 Mil, reflecting a 29.39% gain to date.
Jacobsen Capital Management VBR ($201.70) Holding Chart
Jacobsen Capital Management VBR ($201.70) 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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