Holistic Planning, LLC Vanguard Small Cap Value ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 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 5,601 shares of VBR stock, worth $1.1 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,601
Previous 5,678
1.36%
Holding current value
$1.1 Million
Previous $1.09 Billion
1.36%
% of portfolio
0.83%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,462Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.28 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$758 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$750 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$719 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$460 Million0.5% of portfolio