Ofc Financial Planning, LLC Vanguard Small Cap Value ETF Transaction History

Ofc Financial Planning, LLC

  • $88.4 Billion
  • Q1 2025

A detailed history of Ofc Financial Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 9,309 shares of VBR stock, worth $1.8 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
9,309
Previous 9,177 1.44%
Holding current value
$1.8 Million
Previous $1.82 Billion 4.65%
% of portfolio
1.96%
Previous 1.92%

Shares

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

May 14, 2025
BUY
$183.02 - $207.75 $24,158 - $27,423
132 Added 1.44%
9,309 $1.73 Billion
Q4 2024

Jan 23, 2025
BUY
$197.36 - $217.3 $1.81 Million - $1.99 Million
9,177 New
9,177 $1.82 Billion

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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