Asset Planning Corporation Vanguard Small Cap ETF Transaction History
Asset Planning Corporation
- $133 Million
- Q2 2024
A detailed history of Asset Planning Corporation transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Asset Planning Corporation holds 23,212 shares of VB stock, worth $5.49 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
23,212
Previous 25,613
9.37%
Holding current value
$5.49 Million
Previous $5.85 Million
13.55%
% of portfolio
3.8%
Previous 4.29%
Shares
15 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio