MJT & Associates Financial Advisory Group, Inc. VBR Holdings History
MJT & Associates Financial Advisory Group, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 5,552.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.08 Mil. This investment constitutes 1.34% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $185.12 for 58.00 shares. Based on historical transaction data and VBR's current price of $202.57, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his VBR holdings is $27,206.20, reflecting a 2.45% gain to date.
MJT & Associates Financial Advisory Group, Inc. VBR ($202.57) Holding Chart
MJT & Associates Financial Advisory Group, 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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