Forbes Financial Planning, Inc. Vanguard Value ETF Transaction History

Forbes Financial Planning, Inc.

$136 Million
Q4 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 40,673 shares of VTV stock, worth $7.29 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

40,673

Previous 40,794 0.3%

Holding current value

$7.29 Million

Previous $7.12 Million 3.31%

% of portfolio

5.07%

Previous 5.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$168.32 - $181.87 $20,366 - $22,006	-121 Reduced 0.3%	40,673 $6.89 Million
Q3 2024 Oct 29, 2024	BUY	$159.75 - $174.57 $93,134 - $101,774	583 Added 1.45%	40,794 $7.12 Million
Q2 2024 Jul 25, 2024	BUY	$154.57 - $163.65 $82,231 - $87,061	532 Added 1.34%	40,211 $6.45 Million
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	$123.48 - $143.43 $631,476 - $733,501	5,114 Added 24.12%	26,318 $3.25 Million
Q2 2022 Aug 15, 2022	BUY	$128.01 - $150.8 $2.49 Million - $2.94 Million	19,483 Added 1132.07%	21,204 $2.79 Million
Q4 2021 Feb 18, 2022	BUY	$136.43 - $147.24 $234,796 - $253,400	1,721 New	1,721 $254,000

Others Institutions Holding VTV

# of Institutions

2,515

Shares Held

542M

Call Options Held

539K

Put Options Held

93.6K

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