Number of Shares
11,289.00
Current Holdings Value*
$3.67 Mil
% of Portfolio
2.32%
Total Estimate Gain
$986,417.58
% of Total Estimate Gain
14.36%

Richmond Brothers, Inc.'s Vanguard Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Richmond Brothers, Inc. held 11,289.00 shares of Vanguard Consumer Discretionary ETF(VCR), totaling $3.67 Mil. This investment constitutes 2.32% of their stock portfolio, and Richmond Brothers, Inc. now holds 0.07% of the outstanding Vanguard Consumer Discretionary ETF(VCR) stock.

The initial trade took place in 2024Q3. And since then Richmond Brothers, Inc. has made 2 purchases of VCR, at an average price of $321.15, for a total of 21,390.00 shares. In addition, there have been 1 sales at an average price of $362.23 for 10,101.00 shares. Based on historical transaction data and VCR's current price of $371.78, Richmond Brothers, Inc.'s estimated gain on his VCR holdings is $986,417.58, reflecting a 14.36% gain to date.

Richmond Brothers, Inc. VCR ($371.78) Holding Chart

Richmond Brothers, Inc. VCR ($371.78) 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