Holistic Planning, LLC Vanguard Small Cap ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 6,378 shares of VB stock, worth $1.44 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
6,378
Previous 6,510 2.03%
Holding current value
$1.44 Million
Previous $1.49 Billion 2.03%
% of portfolio
1.12%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$210.76 - $226.94 $27,820 - $29,956
-132 Reduced 2.03%
6,378 $1.46 Billion
Q1 2024

May 01, 2024
SELL
$204.0 - $228.59 $139,128 - $155,898
-682 Reduced 9.48%
6,510 $1.49 Billion
Q4 2023

Feb 14, 2024
BUY
$175.26 - $215.9 $1.26 Million - $1.55 Million
7,192 New
7,192 $1.53 Billion

Others Institutions Holding VB

# of Institutions
2,025
Shares Held
146M
Call Options Held
63.7K
Put Options Held
17.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email