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 $400,158. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,892
Previous 2,927
35.36%
Holding current value
$400,158
Previous $534,000
29.03%
% of portfolio
0.24%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio