PDS Planning, Inc VBR Holdings History
PDS Planning, Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 105,425.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $19.64 Mil. This investment constitutes 1.66% of their stock portfolio, and PDS Planning, Inc now holds 0.06% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 21 purchases of VBR, at an average price of $152.22, for a total of 385,457.00 shares. In addition, there have been 5 sales at an average price of $192.09 for 280,032.00 shares. Based on historical transaction data and VBR's current price of $200.69, PDS Planning, Inc's estimated gain on his VBR holdings is $16.28 Mil, reflecting a 27.74% gain to date.
PDS Planning, Inc VBR ($200.69) Holding Chart
PDS Planning, Inc VBR ($200.69) 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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