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

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 1,892 shares of VBR stock, worth $404,925. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,892
Previous 2,927 35.36%
Holding current value
$404,925
Previous $534,000 29.03%
% of portfolio
0.24%
Previous 0.36%

Shares

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

Oct 15, 2024
SELL
$179.99 - $201.6 $186,289 - $208,656
-1,035 Reduced 35.36%
1,892 $379,000
Q2 2024

Jul 18, 2024
SELL
$177.65 - $191.11 $177 - $191
-1 Reduced 0.03%
2,927 $534,000
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $36,042 - $40,102
-209 Reduced 6.66%
2,928 $561,000
Q4 2023

Jan 18, 2024
SELL
$149.18 - $181.94 $3.42 Million - $4.18 Million
-22,950 Reduced 87.97%
3,137 $564,000
Q3 2023

Oct 18, 2023
SELL
$157.33 - $174.39 $43,108 - $47,782
-274 Reduced 1.04%
26,087 $4.16 Million
Q2 2023

Jul 18, 2023
SELL
$150.74 - $165.4 $291,681 - $320,049
-1,935 Reduced 6.84%
26,361 $4.36 Million
Q1 2023

May 02, 2023
SELL
$150.22 - $177.69 $425,423 - $503,218
-2,832 Reduced 9.1%
28,296 $4.49 Million
Q4 2022

Feb 28, 2023
SELL
$147.25 - $169.54 $159,471 - $183,611
-1,083 Reduced 3.36%
31,128 $4.94 Million
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $191,844 - $233,137
-1,308 Reduced 3.9%
32,211 $4.83 Million
Q1 2022

May 09, 2022
BUY
$165.62 - $182.58 $106,493 - $117,398
643 Added 1.96%
33,519 $5.9 Million
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $5.55 Million - $6.11 Million
32,876 New
32,876 $5.72 Million

Others Institutions Holding VBR

# of Institutions
1,540
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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