Partners In Financial Planning Vanguard Small Cap ETF Transaction History
Partners In Financial Planning
- $498 Billion
- Q1 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partners In Financial Planning holds 6,977 shares of VB stock, worth $1.51 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,977
Previous 6,966
0.16%
Holding current value
$1.51 Million
Previous $1.67 Billion
7.56%
% of portfolio
0.31%
Previous 0.34%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,344Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio