Investments & Financial Planning, LLC Vanguard Small Cap ETF Transaction History

Investments & Financial Planning, LLC

  • $149 Million
  • Q2 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 152,955 shares of VB stock, worth $36.2 Million. This represents 22.39% of its overall portfolio holdings.

Number of Shares
152,955
Previous 150,635 1.54%
Holding current value
$36.2 Million
Previous $34.4 Million 3.15%
% of portfolio
22.39%
Previous 23.6%

Shares

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

Jul 18, 2024
BUY
$210.76 - $226.94 $488,963 - $526,500
2,320 Added 1.54%
152,955 $33.4 Million
Q1 2024

May 03, 2024
BUY
$204.0 - $228.59 $158,100 - $177,157
775 Added 0.52%
150,635 $34.4 Million
Q4 2023

Jan 18, 2024
BUY
$175.26 - $215.9 $6.81 Million - $8.39 Million
38,879 Added 35.03%
149,860 $32 Million
Q3 2023

Oct 18, 2023
BUY
$186.24 - $208.75 $663,759 - $743,985
3,564 Added 3.32%
110,981 $21 Million
Q2 2023

Jul 18, 2023
BUY
$181.26 - $198.89 $734,646 - $806,101
4,053 Added 3.92%
107,417 $21.4 Million
Q1 2023

May 02, 2023
BUY
$179.51 - $208.76 $1.17 Million - $1.36 Million
6,497 Added 6.71%
103,364 $19.6 Million
Q4 2022

Feb 28, 2023
BUY
$172.82 - $196.57 $1.34 Million - $1.53 Million
7,772 Added 8.72%
96,867 $17.8 Million
Q2 2022

Aug 11, 2022
BUY
$170.7 - $214.67 $553,409 - $695,960
3,242 Added 3.78%
89,095 $15.7 Million
Q1 2022

May 09, 2022
BUY
$198.73 - $227.97 $573,534 - $657,921
2,886 Added 3.48%
85,853 $18.2 Million
Q4 2021

Feb 11, 2022
BUY
$215.13 - $239.37 $17.8 Million - $19.9 Million
82,967 New
82,967 $17.6 Million

Others Institutions Holding VB

# of Institutions
2,029
Shares Held
147M
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
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