STAGE HARBOR FINANCIAL, LLC VBR Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 4,018.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $748,510.00. This investment constitutes 0.63% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 2 purchases of VBR, at an average price of $199.88, for a total of 4,018.00 shares. Based on historical transaction data and VBR's current price of $200.50, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VBR holdings is $2,485.28, reflecting a 0.31% gain to date.
STAGE HARBOR FINANCIAL, LLC VBR ($200.50) Holding Chart
STAGE HARBOR FINANCIAL, 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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