Holistic Planning, LLC Vanguard Small Cap Value ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,130 shares of VBR stock, worth $965,568. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,130
Previous 5,060 1.38%
Holding current value
$965,568
Previous $1.02 Billion 0.07%
% of portfolio
0.37%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$197.36 - $217.3 $13,815 - $15,211
70 Added 1.38%
5,130 $1.02 Billion
Q3 2024

Nov 01, 2024
SELL
$179.99 - $201.6 $97,374 - $109,065
-541 Reduced 9.66%
5,060 $1.02 Billion
Q2 2024

Jul 22, 2024
SELL
$177.65 - $191.11 $13,679 - $14,715
-77 Reduced 1.36%
5,601 $1.07 Billion
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $13,623 - $15,158
79 Added 1.41%
5,678 $1.09 Billion
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $835,258 - $1.02 Million
5,599 New
5,599 $1.01 Billion

Others Institutions Holding VBR

# of Institutions
1,708
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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