Summit Equities Inc VBR Holdings History
Summit Equities Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 178,065.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $24.82 Mil. This investment constitutes 4.28% of their stock portfolio, and Summit Equities Inc now holds 0.12% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2014Q1. And since then Summit Equities Inc has made 7 purchases of VBR, at an average price of $108.25, for a total of 178,065.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VBR's current price of $201.70, Summit Equities Inc's estimated gain on his VBR holdings is $16.64 Mil, reflecting a 86.32% gain to date.
Summit Equities Inc VBR ($201.70) Holding Chart
Summit Equities Inc VBR ($201.70) 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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