Zhang Financial LLC VBR Holdings History
Zhang Financial LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 245,033.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $45.65 Mil. This investment constitutes 2.41% of their stock portfolio, and Zhang Financial LLC now holds 0.14% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2014Q2. And since then Zhang Financial LLC has made 11 purchases of VBR, at an average price of $121.69, for a total of 317,273.00 shares. In addition, there have been 16 sales at an average price of $142.26 for 72,240.00 shares. Based on historical transaction data and VBR's current price of $201.72, Zhang Financial LLC's estimated gain on his VBR holdings is $21.09 Mil, reflecting a 54.63% gain to date.
Zhang Financial LLC VBR ($201.72) Holding Chart
Zhang Financial LLC VBR ($201.72) 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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