MARINO, STRAM & ASSOCIATES LLC VBR Holdings History
MARINO, STRAM & ASSOCIATES LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 7,932.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.55 Mil. This investment constitutes 0.31% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 2 purchases of VBR, at an average price of $183.64, for a total of 8,170.00 shares. In addition, there have been 2 sales at an average price of $127.33 for 238.00 shares. Based on historical transaction data and VBR's current price of $200.50, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his VBR holdings is $120,359.42, reflecting a 8.02% gain to date.
MARINO, STRAM & ASSOCIATES LLC VBR ($200.50) Holding Chart
MARINO, STRAM & ASSOCIATES 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 % | |||
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