Mark Sheptoff Financial Planning, LLC Vanguard Small Cap ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 300 shares of VB stock, worth $77,783. This represents 0.04% of its overall portfolio holdings.

Number of Shares
300
Previous 432 30.56%
Holding current value
$77,783
Previous $95,000 25.26%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$193.73 - $237.37 $25,572 - $31,332
-132 Reduced 30.56%
300 $71,000
Q1 2025

May 13, 2025
BUY
$217.89 - $252.64 $2,614 - $3,031
12 Added 2.86%
432 $95,000
Q2 2024

Aug 12, 2024
BUY
$210.76 - $226.94 $25,291 - $27,232
120 Added 40.0%
420 $91,000
Q1 2022

May 12, 2022
BUY
$198.73 - $227.97 $59,619 - $68,391
300 New
300 $64,000

Others Institutions Holding VB

# of Institutions
2,412
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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