Verity Asset Management, Inc. VBR Holdings History
Verity Asset Management, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Verity Asset Management, Inc. held 29,240.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $5.45 Mil. This investment constitutes 2.22% of their stock portfolio, and Verity Asset Management, Inc. now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q1. And since then Verity Asset Management, Inc. has made 8 purchases of VBR, at an average price of $175.86, for a total of 79,798.00 shares. In addition, there have been 4 sales at an average price of $171.43 for 50,558.00 shares. Based on historical transaction data and VBR's current price of $204.67, Verity Asset Management, Inc.'s estimated gain on his VBR holdings is $618,231.34, reflecting a 4.41% gain to date.
Verity Asset Management, Inc. VBR ($204.67) Holding Chart
Verity Asset Management, Inc. 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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