Center For Financial Planning, Inc. Vanguard Small Cap ETF Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 148,490 shares of VB stock, worth $36 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
148,490
Previous 145,668
1.94%
Holding current value
$36 Million
Previous $31.8 Million
10.9%
% of portfolio
4.78%
Previous 4.6%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio