Legacy Wealth Planning, LLC VBR Holdings History
Legacy Wealth Planning, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 11,020.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.58 Mil. This investment constitutes 2.61% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 8 purchases of VBR, at an average price of $148.09, for a total of 21,445.00 shares. In addition, there have been 3 sales at an average price of $162.86 for 10,425.00 shares. Based on historical transaction data and VBR's current price of $200.50, Legacy Wealth Planning, LLC's estimated gain on his VBR holdings is $731,565.94, reflecting a 23.04% gain to date.
Legacy Wealth Planning, LLC VBR ($200.50) Holding Chart
Legacy Wealth Planning, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
