Holistic Planning, LLC Vanguard Small Cap ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 5,430 shares of VB stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,430
Previous 6,378 14.86%
Holding current value
$1.4 Million
Previous $1.46 Billion 11.65%
% of portfolio
0.54%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$214.77 - $237.72 $203,601 - $225,358
-948 Reduced 14.86%
5,430 $1.29 Billion
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
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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