OFC FINANCIAL PLANNING, LLC VBR Holdings History
OFC FINANCIAL PLANNING, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 9,309.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.73 Mil. This investment constitutes 1.96% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q4. And since then OFC FINANCIAL PLANNING, LLC has made 1 purchases of VBR, at an average price of $205.27, for a total of 9,309.00 shares. Based on historical transaction data and VBR's current price of $197.49, OFC FINANCIAL PLANNING, LLC's estimated gain on his VBR holdings is $-72,413.13, reflecting a -3.79% gain to date.
OFC FINANCIAL PLANNING, LLC VBR ($197.49) Holding Chart
OFC FINANCIAL PLANNING, LLC VBR ($197.49) 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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