Moser Wealth Advisors, LLC VBR Holdings History
Moser Wealth Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 64,600.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $12.03 Mil. This investment constitutes 6.31% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 13 purchases of VBR, at an average price of $142.74, for a total of 71,417.00 shares. In addition, there have been 7 sales at an average price of $110.15 for 6,817.00 shares. Based on historical transaction data and VBR's current price of $199.49, Moser Wealth Advisors, LLC's estimated gain on his VBR holdings is $3.44 Mil, reflecting a 33.78% gain to date.
Moser Wealth Advisors, LLC VBR ($199.49) Holding Chart
Moser Wealth Advisors, LLC VBR ($199.49) 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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