Number of Shares
3,000.00
Current Holdings Value*
$558,870.00
% of Portfolio
0.23%
Total Estimate Gain
$82,240.50
% of Total Estimate Gain
14.57%

WEIK CAPITAL MANAGEMENT's Vanguard Small Cap Value ETF Holding Summary

As of 2025-03-31, WEIK CAPITAL MANAGEMENT held 3,000.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $558,870.00. This investment constitutes 0.23% of their stock portfolio, and WEIK CAPITAL MANAGEMENT now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2022Q4. And since then WEIK CAPITAL MANAGEMENT has made 3 purchases of VBR, at an average price of $173.73, for a total of 3,250.00 shares. In addition, there have been 1 sales at an average price of $156.67 for 250.00 shares. Based on historical transaction data and VBR's current price of $202.57, WEIK CAPITAL MANAGEMENT's estimated gain on his VBR holdings is $82,240.50, reflecting a 14.57% gain to date.

WEIK CAPITAL MANAGEMENT VBR ($202.57) Holding Chart

WEIK CAPITAL MANAGEMENT VBR ($202.57) 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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