Pasadena Private Wealth, LLC VBR Holdings History
Pasadena Private Wealth, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 124,442.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $23.18 Mil. This investment constitutes 4.47% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.08% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q4. And since then Pasadena Private Wealth, LLC has made 18 purchases of VBR, at an average price of $138.05, for a total of 157,301.00 shares. In addition, there have been 6 sales at an average price of $146.06 for 32,859.00 shares. Based on historical transaction data and VBR's current price of $202.57, Pasadena Private Wealth, LLC's estimated gain on his VBR holdings is $8.29 Mil, reflecting a 38.19% gain to date.
Pasadena Private Wealth, LLC VBR ($202.57) Holding Chart
Pasadena Private Wealth, LLC VBR ($202.57) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
