Holistic Planning, LLC Vanguard Small Cap Value ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,060 shares of VBR stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,060
Previous 5,601 9.66%
Holding current value
$1.07 Million
Previous $1.07 Billion 5.47%
% of portfolio
0.43%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$179.99 - $201.6 $97,374 - $109,065
-541 Reduced 9.66%
5,060 $1.02 Billion
Q2 2024

Jul 22, 2024
SELL
$177.65 - $191.11 $13,679 - $14,715
-77 Reduced 1.36%
5,601 $1.07 Billion
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $13,623 - $15,158
79 Added 1.41%
5,678 $1.09 Billion
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $835,258 - $1.02 Million
5,599 New
5,599 $1.01 Billion

Others Institutions Holding VBR

# of Institutions
1,513
Shares Held
90.1M
Call Options Held
44.8K
Put Options Held
24K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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