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 $1.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,130
Previous 5,060 1.38%
Holding current value
$1.04 Million
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
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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