Fee Only Financial Planning, L.C. Vanguard Small Cap Value ETF Transaction History
Fee Only Financial Planning, L.C.
- $156 Billion
- Q3 2024
A detailed history of Fee Only Financial Planning, L.C. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 55,372 shares of VBR stock, worth $11.6 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
55,372
Previous 55,791
0.75%
Holding current value
$11.6 Million
Previous $10.2 Billion
9.18%
% of portfolio
7.12%
Previous 6.85%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.85 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$797 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$785 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$772 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$498 Million0.49% of portfolio