Compass Planning Associates Inc Vanguard Small Cap Value ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 270 shares of VBR stock, worth $48,594. This represents 0.05% of its overall portfolio holdings.

Number of Shares
270
Previous 251 7.57%
Holding current value
$48,594
Previous $49.8 Million 0.85%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 14, 2025
BUY
$183.02 - $207.75 $3,477 - $3,947
19 Added 7.57%
270 $50.2 Million
Q4 2024

Feb 03, 2025
BUY
$197.36 - $217.3 $49,537 - $54,542
251 New
251 $49.8 Million

Others Institutions Holding VBR

# of Institutions
1,707
Shares Held
95M
Call Options Held
56.1K
Put Options Held
9.5K
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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