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 $742,041. This represents 0.65% of its overall portfolio holdings.

Number of Shares
3,599
Previous 3,709 2.97%
Holding current value
$742,041
Previous $676,000 6.8%
% of portfolio
0.65%
Previous 0.62%

Shares

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

Oct 29, 2024
SELL
$179.99 - $201.6 $19,798 - $22,176
-110 Reduced 2.97%
3,599 $722,000
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $4,483 - $4,988
26 Added 0.71%
3,709 $711,000
Q4 2023

Jan 19, 2024
SELL
$149.18 - $181.94 $92,640 - $112,984
-621 Reduced 14.43%
3,683 $662,000
Q3 2022

Oct 13, 2022
BUY
$143.4 - $172.87 $18,642 - $22,473
130 Added 3.11%
4,304 $0
Q2 2022

Jul 20, 2022
BUY
$146.67 - $178.24 $305,513 - $371,273
2,083 Added 99.62%
4,174 $625,000
Q1 2022

Apr 25, 2022
BUY
$165.62 - $182.58 $179,863 - $198,281
1,086 Added 108.06%
2,091 $368,000
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $169,563 - $186,648
1,005 New
1,005 $181,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email