One Degree Advisors Inc VBR Holdings History
One Degree Advisors Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, One Degree Advisors Inc held 44,168.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $8.23 Mil. This investment constitutes 3.39% of their stock portfolio, and One Degree Advisors Inc now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 4 purchases of VBR, at an average price of $164.77, for a total of 44,179.00 shares. In addition, there have been 1 sales at an average price of $180.45 for 11.00 shares. Based on historical transaction data and VBR's current price of $200.50, One Degree Advisors Inc's estimated gain on his VBR holdings is $1.58 Mil, reflecting a 21.68% gain to date.
One Degree Advisors Inc VBR ($200.50) Holding Chart
One Degree Advisors Inc VBR ($200.50) 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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