Retirement Investment Advisors, Inc. VBR Holdings History
Retirement Investment Advisors, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Retirement Investment Advisors, Inc. held 354,102.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $65.97 Mil. This investment constitutes 6.68% of their stock portfolio, and Retirement Investment Advisors, Inc. now holds 0.23% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then Retirement Investment Advisors, Inc. has made 7 purchases of VBR, at an average price of $167.38, for a total of 523,974.00 shares. In addition, there have been 1 sales at an average price of $163.24 for 169,872.00 shares. Based on historical transaction data and VBR's current price of $202.32, Retirement Investment Advisors, Inc.'s estimated gain on his VBR holdings is $11.67 Mil, reflecting a 13.30% gain to date.
Retirement Investment Advisors, Inc. VBR ($202.32) Holding Chart
Retirement Investment Advisors, Inc. VBR ($202.32) 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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