RF&L WEALTH MANAGEMENT, LLC VBR Holdings History
RF&L WEALTH MANAGEMENT, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 22,797.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $4.45 Mil. This investment constitutes 2.86% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 4 purchases of VBR, at an average price of $160.93, for a total of 24,907.00 shares. In addition, there have been 5 sales at an average price of $160.94 for 2,110.00 shares. Based on historical transaction data and VBR's current price of $200.50, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his VBR holdings is $902,035.63, reflecting a 22.50% gain to date.
RF&L WEALTH MANAGEMENT, LLC VBR ($200.50) Holding Chart
RF&L WEALTH MANAGEMENT, LLC 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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