LAM GROUP, INC. VBR Holdings History
Number of Shares
25,195.00
Current Holdings Value*
$4.91 Mil
% of Portfolio
3.49%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
25.78%
LAM GROUP, INC.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, LAM GROUP, INC. held 25,195.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $4.91 Mil. This investment constitutes 3.49% of their stock portfolio, and LAM GROUP, INC. now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. In addition, there have been 7 sales at an average price of $174.47 for 1,550.00 shares. Based on historical transaction data and VBR's current price of $200.50, LAM GROUP, INC.'s estimated gain on his VBR holdings is $1.09 Mil, reflecting a 25.78% gain to date.
LAM GROUP, INC. VBR ($200.50) Holding Chart
LAM GROUP, INC. 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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