Investments & Financial Planning, LLC Vanguard Small Cap Value ETF Transaction History
Investments & Financial Planning, LLC
- $149 Million
- Q2 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 2,927 shares of VBR stock, worth $584,024. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,927
Previous 2,928
0.03%
Holding current value
$584,024
Previous $561,000
4.81%
% of portfolio
0.36%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio