Forbes Financial Planning, Inc. Vanguard Small Cap Value ETF Transaction History

Forbes Financial Planning, Inc.

$136 Million
Q4 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 48,106 shares of VBR stock, worth $8.66 Million. This represents 7.02% of its overall portfolio holdings.

Number of Shares

48,106

Previous 47,970 0.28%

Holding current value

$8.66 Million

Previous $9.63 Million 1.02%

% of portfolio

7.02%

Previous 6.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$197.36 - $217.3 $26,840 - $29,552	136 Added 0.28%	48,106 $9.53 Million
Q3 2024 Oct 29, 2024	BUY	$179.99 - $201.6 $351,160 - $393,321	1,951 Added 4.24%	47,970 $9.63 Million
Q2 2024 Jul 25, 2024	BUY	$177.65 - $191.11 $6.23 Million - $6.7 Million	35,072 Added 320.38%	46,019 $8.4 Million
Q1 2024 Apr 29, 2024	BUY	$172.45 - $191.88 $647,204 - $720,125	3,753 Added 52.17%	10,947 $2.1 Million
Q4 2023 Feb 13, 2024	BUY	$149.18 - $181.94 $563,751 - $687,551	3,779 Added 110.66%	7,194 $1.29 Million
Q3 2023 Nov 07, 2023	SELL	$157.33 - $174.39 $10,541 - $11,684	-67 Reduced 1.92%	3,415 $544,000
Q2 2023 Aug 08, 2023	BUY	$150.74 - $165.4 $452 - $496	3 Added 0.09%	3,482 $575,000
Q1 2023 May 04, 2023	BUY	$150.22 - $177.69 $901 - $1,066	6 Added 0.17%	3,479 $552,000
Q3 2022 Oct 21, 2022	BUY	$143.4 - $172.87 $430 - $518	3 Added 0.09%	3,473 $498,000
Q2 2022 Aug 15, 2022	BUY	$146.67 - $178.24 $293 - $356	2 Added 0.06%	3,470 $516,000
Q1 2022 May 13, 2022	BUY	$165.62 - $182.58 $49,023 - $54,043	296 Added 9.33%	3,468 $612,000
Q4 2021 Feb 18, 2022	BUY	$168.72 - $185.72 $535,179 - $589,103	3,172 New	3,172 $565,000

Others Institutions Holding VBR

# of Institutions

1,703

Shares Held

95M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

Forbes Financial Planning, Inc. Vanguard Small Cap Value ETF Transaction History