Holistic Planning, LLC Vanguard Small Cap ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 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 6,378 shares of VB stock, worth $1.47 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
6,378
Previous 6,510
2.03%
Holding current value
$1.47 Million
Previous $1.49 Billion
2.03%
% of portfolio
1.12%
Previous 1.14%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,028Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.47 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.66 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.62 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.15 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.01 Billion0.24% of portfolio