Traveka Wealth, LLC VBR Holdings History
Traveka Wealth, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 76,382.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $14.90 Mil. This investment constitutes 7.89% of their stock portfolio, and Traveka Wealth, LLC now holds 0.05% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 6 purchases of VBR, at an average price of $171.85, for a total of 76,382.00 shares. Based on historical transaction data and VBR's current price of $200.50, Traveka Wealth, LLC's estimated gain on his VBR holdings is $2.19 Mil, reflecting a 16.67% gain to date.
Traveka Wealth, LLC VBR ($200.50) Holding Chart
Traveka Wealth, 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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