Partners In Financial Planning Vanguard Small Cap Value ETF Transaction History

Partners In Financial Planning

  • $498 Billion
  • Q1 2025

A detailed history of Partners In Financial Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Partners In Financial Planning holds 98,388 shares of VBR stock, worth $17.7 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
98,388
Previous 93,677 5.03%
Holding current value
$17.7 Million
Previous $18.6 Billion 1.27%
% of portfolio
3.68%
Previous 3.79%

Shares

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

Apr 30, 2025
BUY
$183.02 - $207.75 $862,207 - $978,710
4,711 Added 5.03%
98,388 $18.3 Billion
Q4 2024

Feb 12, 2025
BUY
$197.36 - $217.3 $18.5 Million - $20.4 Million
93,677 New
93,677 $18.6 Billion
Q3 2024

Feb 26, 2025
BUY
$179.99 - $201.6 $221,387 - $247,968
1,230 Added 1.34%
92,698 $18.6 Billion
Q2 2024

Feb 26, 2025
BUY
$177.65 - $191.11 $11,014 - $11,848
62 Added 0.07%
91,468 $16.7 Billion
Q1 2024

Feb 26, 2025
BUY
$172.45 - $191.88 $57,080 - $63,512
331 Added 0.36%
91,406 $17.5 Billion
Q4 2023

Feb 26, 2025
BUY
$149.18 - $181.94 $741,872 - $904,787
4,973 Added 5.78%
91,075 $16.4 Billion
Q3 2023

Mar 04, 2025
SELL
$157.33 - $174.39 $539,327 - $597,808
-3,428 Reduced 3.66%
90,249 $14.4 Billion
Q2 2023

Feb 26, 2025
SELL
$150.74 - $165.4 $154,960 - $170,031
-1,028 Reduced 1.18%
86,102 $14.2 Billion
Q1 2023

Feb 26, 2025
SELL
$150.22 - $177.69 $983,490 - $1.16 Million
-6,547 Reduced 6.99%
87,130 $13.8 Billion
Q4 2022

May 05, 2025
BUY
$147.25 - $169.54 $29,008 - $33,399
197 Added 0.23%
86,323 $13.7 Billion
Q3 2022

May 05, 2025
BUY
$143.4 - $172.87 $2.07 Million - $2.5 Million
14,458 Added 20.17%
86,126 $14.2 Billion
Q2 2022

May 05, 2025
BUY
$146.67 - $178.24 $117,335 - $142,592
800 Added 1.13%
71,668 $11.8 Billion
Q1 2022

May 05, 2025
BUY
$165.62 - $182.58 $288,013 - $317,506
1,739 Added 2.52%
70,868 $12.1 Billion
Q4 2021

May 05, 2025
SELL
$168.72 - $185.72 $4.94 Million - $5.43 Million
-29,259 Reduced 29.74%
69,129 $11.9 Billion
Q3 2021

May 05, 2025
SELL
$162.66 - $175.73 $42,942 - $46,392
-264 Reduced 0.39%
66,582 $11.3 Billion
Q2 2021

May 05, 2025
SELL
$166.46 - $180.76 $5.25 Million - $5.7 Million
-31,542 Reduced 32.06%
66,846 $11.6 Billion

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
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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