Kaydan Wealth Management, Inc. VBR Holdings History
Kaydan Wealth Management, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Kaydan Wealth Management, Inc. held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q2. And since then Kaydan Wealth Management, Inc. has made 2 purchases of VBR, at an average price of $190.32, for a total of 144,602.00 shares. In addition, there have been 3 sales at an average price of $188.46 for 144,602.00 shares. Based on historical transaction data and VBR's current price of $202.57, Kaydan Wealth Management, Inc.'s estimated gain on his VBR holdings is $-268,762.10, reflecting a -0.98% gain to date.
Kaydan Wealth Management, Inc. VBR ($202.57) Holding Chart
Kaydan Wealth Management, Inc. VBR ($202.57) 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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