Center For Financial Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Center For Financial Planning, Inc.
- $691 Million
- Q2 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 245,894 shares of VBR stock, worth $49.3 Million. This represents 6.49% of its overall portfolio holdings.
Number of Shares
245,894
Previous 243,933
0.8%
Holding current value
$49.3 Million
Previous $46.8 Million
4.11%
% of portfolio
6.49%
Previous 7.0%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio