LifePlan Financial Group, Inc VBR Holdings History
LifePlan Financial Group, Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2020-09-30, LifePlan Financial Group, Inc held 56,752.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $6.28 Mil. This investment constitutes 2.83% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2013Q4. And since then LifePlan Financial Group, Inc has made 14 purchases of VBR, at an average price of $107.23, for a total of 59,306.00 shares. In addition, there have been 5 sales at an average price of $110.08 for 2,554.00 shares. Based on historical transaction data and VBR's current price of $200.50, LifePlan Financial Group, Inc's estimated gain on his VBR holdings is $5.30 Mil, reflecting a 83.35% gain to date.
LifePlan Financial Group, Inc VBR ($200.50) Holding Chart
LifePlan Financial 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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