Global Retirement Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Global Retirement Partners, LLC holds 37,039 shares of VIOV stock, worth $3.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

37,039

Previous 37,556 1.38%

Holding current value

$3.16 Million

Previous $3.47 Million 0.46%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$89.88 - $101.38 $46,467 - $52,413	-517 Reduced 1.38%	37,039 $3.46 Million
Q3 2024 Oct 16, 2024	BUY	$82.38 - $93.84 $71,011 - $80,890	862 Added 2.35%	37,556 $3.47 Million
Q2 2024 Jul 23, 2024	BUY	$80.92 - $87.9 $38,598 - $41,928	477 Added 1.32%	36,694 $3.07 Million
Q1 2024 Apr 23, 2024	BUY	$82.31 - $88.42 $391,630 - $420,702	4,758 Added 15.12%	36,217 $3.2 Million
Q4 2023 Jan 18, 2024	BUY	$70.88 - $89.92 $8,222 - $10,430	116 Added 0.37%	31,459 $2.78 Million
Q3 2023 Oct 13, 2023	SELL	$76.16 - $87.03 $3,731 - $4,264	-49 Reduced 0.16%	31,343 $2.41 Million
Q2 2023 Jul 20, 2023	BUY	$75.67 - $82.89 $334,461 - $366,373	4,420 Added 16.39%	31,392 $2.58 Million
Q1 2023 May 05, 2023	BUY	$76.95 - $184.17 $2.08 Million - $4.97 Million	26,972 New	26,972 $2.18 Million

Others Institutions Holding VIOV

# of Institutions

208

Shares Held

6.57M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
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Global Retirement Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History