Life Plan Investment Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 24,878 shares of VBR stock, worth $4.75 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

24,878

Previous 25,742 3.36%

Holding current value

$4.75 Million

Previous $5.17 Billion 4.61%

% of portfolio

3.05%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$197.36 - $217.3 $170,519 - $187,747	-864 Reduced 3.36%	24,878 $4.93 Billion
Q3 2024 Jan 21, 2025	BUY	$179.99 - $201.6 $83,875 - $93,945	466 Added 1.84%	25,742 $5.17 Billion
Q2 2024 Jan 21, 2025	BUY	$177.65 - $191.11 $162,549 - $174,865	915 Added 3.76%	25,276 $4.61 Billion
Q1 2024 Jan 21, 2025	SELL	$172.45 - $191.88 $1.55 Million - $1.72 Million	-8,980 Reduced 26.93%	24,361 $4.67 Billion
Q4 2023 Jan 21, 2025	BUY	$149.18 - $181.94 $131,278 - $160,107	880 Added 2.71%	33,341 $6 Billion
Q3 2023 Jan 21, 2025	BUY	$157.33 - $174.39 $117,053 - $129,746	744 Added 2.35%	32,461 $5.18 Billion
Q2 2023 Jan 21, 2025	BUY	$150.74 - $165.4 $4.78 Million - $5.25 Million	31,717 New	31,717 $5.25 Billion

Others Institutions Holding VBR

# of Institutions

1,709

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Life Plan Investment Advisors, Inc. Vanguard Small Cap Value ETF Transaction History