Forbes Financial Planning, Inc. Vanguard Value ETF Transaction History

Forbes Financial Planning, Inc.

$116 Million
Q1 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 39,679 shares of VTV stock, worth $6.36 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

39,679

Previous 39,320 0.91%

Holding current value

$6.36 Million

Previous $5.88 Million 9.94%

% of portfolio

5.57%

Previous 5.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$147.46 - $162.86 $52,938 - $58,466	359 Added 0.91%	39,679 $6.46 Million
Q4 2023 Feb 13, 2024	BUY	$131.82 - $149.95 $176,770 - $201,082	1,341 Added 3.53%	39,320 $5.88 Million
Q3 2023 Nov 07, 2023	BUY	$137.93 - $147.18 $18,896 - $20,163	137 Added 0.36%	37,979 $5.24 Million
Q2 2023 Aug 08, 2023	BUY	$134.74 - $142.42 $17,785 - $18,799	132 Added 0.35%	37,842 $5.38 Million
Q1 2023 May 04, 2023	BUY	$132.13 - $144.96 $1.51 Million - $1.65 Million	11,392 Added 43.29%	37,710 $5.21 Million

Q3 2022 Oct 21, 2022	BUY	N/A	5,114 Added 24.12%	26,318 $3.25 Million
Q2 2022 Aug 15, 2022	BUY	N/A	19,483 Added 1132.07%	21,204 $2.79 Million
Q4 2021 Feb 18, 2022	BUY	N/A	1,721 New	1,721 $254,000

Others Institutions Holding VTV

# of Institutions

2,152

Shares Held

493M

Call Options Held

259K

Put Options Held

44.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Forbes Financial Planning, Inc. Vanguard Value ETF Transaction History