Northwest Quadrant Wealth Management, LLC VBR Holdings History
Northwest Quadrant Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 134,635.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $25.08 Mil. This investment constitutes 5.89% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.08% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q2. And since then Northwest Quadrant Wealth Management, LLC has made 22 purchases of VBR, at an average price of $140.71, for a total of 138,692.00 shares. In addition, there have been 2 sales at an average price of $176.33 for 4,057.00 shares. Based on historical transaction data and VBR's current price of $204.40, Northwest Quadrant Wealth Management, LLC's estimated gain on his VBR holdings is $8.72 Mil, reflecting a 44.68% gain to date.
Northwest Quadrant Wealth Management, LLC VBR ($204.40) Holding Chart
Northwest Quadrant Wealth Management, LLC 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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