Investment Planning Advisors, Inc. Vanguard Small Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,202 shares of VB stock, worth $271,375. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,202
Previous 1,092
10.07%
Holding current value
$271,375
Previous $262,000
1.53%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,364Shares Held
166MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.44 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.73 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.35MShares$1.43 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.31 Billion0.3% of portfolio
-
Royal Bank Of Canada Toronto, A64.97MShares$1.12 Billion0.24% of portfolio