Wealth Plan Partners, LLC Vanguard Small Cap ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$175.26 - $215.9 $4,556 - $5,613	26 Added 0.15%	17,914 $3.82 Billion
Q3 2023 Nov 01, 2023	BUY	$186.24 - $208.75 $16,575 - $18,578	89 Added 0.5%	17,888 $3.38 Billion
Q2 2023 Jul 31, 2023	SELL	$181.26 - $198.89 $56,915 - $62,451	-314 Reduced 1.73%	17,799 $3.54 Billion
Q1 2023 May 10, 2023	SELL	$179.51 - $208.76 $86,164 - $100,204	-480 Reduced 2.58%	18,113 $3.43 Billion
Q4 2022 Feb 16, 2023	BUY	$172.82 - $196.57 $605,734 - $688,977	3,505 Added 23.23%	18,593 $3.78 Billion
Q1 2022 May 03, 2022	BUY	$198.73 - $227.97 $53,060 - $60,867	267 Added 1.8%	15,088 $2.94 Million
Q4 2021 Feb 01, 2022	BUY	$215.13 - $239.37 $3.19 Million - $3.55 Million	14,821 New	14,821 $3.09 Million

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.