Holistic Planning, LLC Vanguard Small Cap ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,430 shares of VB stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,430
Previous 6,378
14.86%
Holding current value
$1.4 Million
Previous $1.46 Billion
11.65%
% of portfolio
0.54%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio