Envision Financial Planning, LLC Vanguard Small Cap Value ETF Transaction History
Envision Financial Planning, LLC
- $214 Billion
- Q2 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 3,977 shares of VBR stock, worth $834,732. This represents 0.36% of its overall portfolio holdings.
Number of Shares
3,977Holding current value
$834,732% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,759Shares Held
91.1MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.2 Billion0.22% of portfolio
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Assetmark, Inc4.36MShares$915 Million2.04% of portfolio
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Morgan Stanley New York, NY3.87MShares$811 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$672 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$380 Million0.08% of portfolio