KPP Advisory Services LLC VBR Holdings History
KPP Advisory Services LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, KPP Advisory Services LLC held 24,396.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $4.76 Mil. This investment constitutes 1.19% of their stock portfolio, and KPP Advisory Services LLC now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q3. And since then KPP Advisory Services LLC has made 3 purchases of VBR, at an average price of $196.35, for a total of 29,643.00 shares. In addition, there have been 1 sales at an average price of $185.12 for 5,247.00 shares. Based on historical transaction data and VBR's current price of $204.24, KPP Advisory Services LLC's estimated gain on his VBR holdings is $133,545.19, reflecting a 2.29% gain to date.
KPP Advisory Services LLC VBR ($204.24) Holding Chart
KPP Advisory Services LLC VBR ($204.24) 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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