Strategies Wealth Advisors, LLC VBR Holdings History
Strategies Wealth Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 170,901.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $31.84 Mil. This investment constitutes 3.89% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.11% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 11 purchases of VBR, at an average price of $171.15, for a total of 175,127.00 shares. In addition, there have been 1 sales at an average price of $184.73 for 4,226.00 shares. Based on historical transaction data and VBR's current price of $204.67, Strategies Wealth Advisors, LLC's estimated gain on his VBR holdings is $5.79 Mil, reflecting a 19.31% gain to date.
Strategies Wealth Advisors, LLC VBR ($204.67) Holding Chart
Strategies Wealth Advisors, LLC VBR ($204.67) 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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