Forbes Financial Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Forbes Financial Planning, Inc.
- $127 Million
- Q2 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 46,019 shares of VBR stock, worth $9.22 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
46,019
Previous 10,947
320.38%
Holding current value
$9.22 Million
Previous $2.1 Million
299.95%
% of portfolio
6.6%
Previous 1.81%
Shares
10 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