SILVIA MCCOLL WEALTH MANAGEMENT, LLC VBR Holdings History
SILVIA MCCOLL WEALTH MANAGEMENT, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 41,435.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $8.08 Mil. This investment constitutes 5.87% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 8 purchases of VBR, at an average price of $160.98, for a total of 43,538.00 shares. In addition, there have been 2 sales at an average price of $181.78 for 2,103.00 shares. Based on historical transaction data and VBR's current price of $204.24, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his VBR holdings is $1.84 Mil, reflecting a 26.20% gain to date.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC VBR ($204.24) Holding Chart
SILVIA MCCOLL WEALTH MANAGEMENT, LLC VBR ($204.24) 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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