RETIREMENT FINANCIAL SOLUTIONS, LLC VBR Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 84,510.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $15.74 Mil. This investment constitutes 9.52% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.05% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 8 purchases of VBR, at an average price of $164.92, for a total of 97,990.00 shares. In addition, there have been 1 sales at an average price of $197.54 for 13,480.00 shares. Based on historical transaction data and VBR's current price of $202.57, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his VBR holdings is $3.62 Mil, reflecting a 22.41% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC VBR ($202.57) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, 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 % | |||
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