Towerpoint Wealth, LLC VBR Holdings History
Towerpoint Wealth, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 35,871.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $7.00 Mil. This investment constitutes 3.1% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 20 purchases of VBR, at an average price of $134.90, for a total of 85,027.00 shares. In addition, there have been 9 sales at an average price of $146.78 for 49,156.00 shares. Based on historical transaction data and VBR's current price of $197.49, Towerpoint Wealth, LLC's estimated gain on his VBR holdings is $2.83 Mil, reflecting a 24.67% gain to date.
Towerpoint Wealth, LLC VBR ($197.49) Holding Chart
Towerpoint Wealth, LLC VBR ($197.49) 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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