Nabity-Jensen Investment Management Inc VBR Holdings History
Nabity-Jensen Investment Management Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Nabity-Jensen Investment Management Inc held 35,175.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $6.86 Mil. This investment constitutes 5.06% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Nabity-Jensen Investment Management Inc has made 1 purchases of VBR, at an average price of $163.42, for a total of 35,445.00 shares. In addition, there have been 2 sales at an average price of $188.64 for 270.00 shares. Based on historical transaction data and VBR's current price of $204.40, Nabity-Jensen Investment Management Inc's estimated gain on his VBR holdings is $1.45 Mil, reflecting a 25.00% gain to date.
Nabity-Jensen Investment Management Inc VBR ($204.40) Holding Chart
Nabity-Jensen Investment Management Inc VBR ($204.40) 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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