Partners In Financial Planning Vanguard Small Cap Value ETF Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Partners In Financial Planning holds 93,677 shares of VBR stock, worth $17.5 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

93,677

Holding current value

$17.5 Million

% of portfolio

3.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$197.36 - $217.3 $18.5 Million - $20.4 Million	93,677 New	93,677 $18.6 Billion
Q3 2024 Feb 26, 2025	BUY	$179.99 - $201.6 $221,387 - $247,968	1,230 Added 1.34%	92,698 $18.6 Billion
Q2 2024 Feb 26, 2025	BUY	$177.65 - $191.11 $11,014 - $11,848	62 Added 0.07%	91,468 $16.7 Billion
Q1 2024 Feb 26, 2025	BUY	$172.45 - $191.88 $57,080 - $63,512	331 Added 0.36%	91,406 $17.5 Billion
Q4 2023 Feb 26, 2025	BUY	$149.18 - $181.94 $741,872 - $904,787	4,973 Added 5.78%	91,075 $16.4 Billion
Q3 2023 Mar 04, 2025	SELL	$157.33 - $174.39 $539,327 - $597,808	-3,428 Reduced 3.66%	90,249 $14.4 Billion
Q2 2023 Feb 26, 2025	SELL	$150.74 - $165.4 $154,960 - $170,031	-1,028 Reduced 1.18%	86,102 $14.2 Billion
Q1 2023 Feb 26, 2025	SELL	$150.22 - $177.69 $983,490 - $1.16 Million	-6,547 Reduced 6.99%	87,130 $13.8 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Vanguard Small Cap Value ETF Transaction History