Whitaker-Myers Wealth Managers, LTD. VBR Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 93,548.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $18.24 Mil. This investment constitutes 4.6% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.07% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 10 purchases of VBR, at an average price of $174.42, for a total of 93,548.00 shares. Based on historical transaction data and VBR's current price of $200.50, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his VBR holdings is $2.44 Mil, reflecting a 14.95% gain to date.
Whitaker-Myers Wealth Managers, LTD. VBR ($200.50) Holding Chart
Whitaker-Myers Wealth Managers, LTD. 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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