Life Planning Partners, Inc Vanguard Small Cap Value ETF Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Life Planning Partners, Inc holds 3,599 shares of VBR stock, worth $728,653. This represents 0.65% of its overall portfolio holdings.
Number of Shares
3,599
Previous 3,709
2.97%
Holding current value
$728,653
Previous $676,000
6.8%
% of portfolio
0.65%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,559Shares Held
93MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.73 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$773 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$761 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$749 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$482 Million0.49% of portfolio