Investment Planning Advisors, Inc. Vanguard Small Cap ETF Transaction History

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,202 shares of VB stock, worth $275,161. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,202
Previous 1,092 10.07%
Holding current value
$275,161
Previous $262,000 1.53%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$217.89 - $252.64 $23,967 - $27,790
110 Added 10.07%
1,202 $266,000
Q4 2024

Jan 22, 2025
BUY
$233.76 - $261.58 $255,265 - $285,645
1,092 New
1,092 $262,000

Others Institutions Holding VB

# of Institutions
2,367
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email