Weinberger Asset Management, Inc VBR Holdings History
Weinberger Asset Management, Inc's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 59,630.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $11.63 Mil. This investment constitutes 4.49% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 11 purchases of VBR, at an average price of $174.98, for a total of 61,298.00 shares. In addition, there have been 3 sales at an average price of $175.71 for 1,668.00 shares. Based on historical transaction data and VBR's current price of $204.67, Weinberger Asset Management, Inc's estimated gain on his VBR holdings is $1.77 Mil, reflecting a 16.52% gain to date.
Weinberger Asset Management, Inc VBR ($204.67) Holding Chart
Weinberger 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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