Rodgers & Associates, LTD VBR Holdings History
Rodgers & Associates, LTD's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 303,094.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $56.46 Mil. This investment constitutes 6.88% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.17% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 13 purchases of VBR, at an average price of $137.17, for a total of 352,116.00 shares. In addition, there have been 4 sales at an average price of $165.83 for 49,022.00 shares. Based on historical transaction data and VBR's current price of $201.16, Rodgers & Associates, LTD's estimated gain on his VBR holdings is $20.80 Mil, reflecting a 43.07% gain to date.
Rodgers & Associates, LTD VBR ($201.16) Holding Chart
Rodgers & Associates, LTD VBR ($201.16) 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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