Pds Planning, Inc Vanguard Small Cap ETF Transaction History

Pds Planning, Inc

$1.32 Billion
Q2 2025

A detailed history of Pds Planning, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pds Planning, Inc holds 51,440 shares of VB stock, worth $12.7 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

51,440

Previous 45,772 12.38%

Holding current value

$12.7 Million

Previous $10.1 Million 20.11%

% of portfolio

0.92%

Previous 0.87%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$193.73 - $237.37 $1.1 Million - $1.35 Million	5,668 Added 12.38%	51,440 $12.2 Million
Q1 2025 Apr 23, 2025	SELL	$217.89 - $252.64 $21,135 - $24,506	-97 Reduced 0.21%	45,772 $10.1 Million
Q4 2024 Feb 10, 2025	SELL	$233.76 - $261.58 $168,073 - $188,076	-719 Reduced 1.54%	45,869 $11 Million
Q3 2024 Oct 29, 2024	SELL	$214.77 - $237.72 $722,271 - $799,452	-3,363 Reduced 6.73%	46,588 $11.1 Million
Q2 2024 Aug 07, 2024	BUY	$210.76 - $226.94 $172,612 - $185,863	819 Added 1.67%	49,951 $10.9 Million
Q1 2024 May 01, 2024	SELL	$204.0 - $228.59 $138,720 - $155,441	-680 Reduced 1.37%	49,132 $11.2 Million
Q4 2023 Feb 01, 2024	BUY	$175.26 - $215.9 $1.59 Million - $1.96 Million	9,058 Added 22.23%	49,812 $10.6 Million
Q3 2023 Oct 20, 2023	BUY	$186.24 - $208.75 $106,156 - $118,987	570 Added 1.42%	40,754 $7.71 Million
Q2 2023 Jul 20, 2023	BUY	$181.26 - $198.89 $96,611 - $106,008	533 Added 1.34%	40,184 $7.99 Million
Q1 2023 May 01, 2023	BUY	$179.51 - $208.76 $11,668 - $13,569	65 Added 0.16%	39,651 $7.52 Million
Q4 2022 Jan 26, 2023	BUY	$172.82 - $196.57 $1.25 Million - $1.42 Million	7,224 Added 22.32%	39,586 $0
Q3 2022 Nov 02, 2022	BUY	$170.45 - $206.62 $680,436 - $824,827	3,992 Added 14.07%	32,362 $5.53 Million
Q2 2022 Jul 15, 2022	BUY	$170.7 - $214.67 $346,179 - $435,350	2,028 Added 7.7%	28,370 $5 Million
Q1 2022 Apr 18, 2022	BUY	$198.73 - $227.97 $842,217 - $966,136	4,238 Added 19.17%	26,342 $5.6 Million
Q4 2021 Jan 25, 2022	BUY	$215.13 - $239.37 $61,096 - $67,981	284 Added 1.3%	22,104 $5 Million
Q3 2021 Oct 22, 2021	BUY	$211.9 - $229.42 $280,767 - $303,981	1,325 Added 6.46%	21,820 $4.77 Million
Q2 2021 Jul 26, 2021	BUY	$211.77 - $228.05 $102,284 - $110,148	483 Added 2.41%	20,495 $4.62 Million
Q1 2021 Apr 20, 2021	BUY	$191.53 - $223.48 $24,898 - $29,052	130 Added 0.65%	20,012 $4.28 Million
Q4 2020 Jan 21, 2021	SELL	$156.0 - $196.91 $21,840 - $27,567	-140 Reduced 0.7%	19,882 $3.87 Million
Q3 2020 Oct 19, 2020	BUY	$143.34 - $162.04 $52,462 - $59,306	366 Added 1.86%	20,022 $3.08 Million
Q2 2020 Aug 11, 2020	BUY	$106.26 - $156.76 $863,149 - $1.27 Million	8,123 Added 70.43%	19,656 $2.86 Million
Q1 2020 Apr 20, 2020	BUY	$98.45 - $170.48 $999,661 - $1.73 Million	10,154 Added 736.33%	11,533 $1.33 Million
Q4 2019 Feb 07, 2020	BUY	$149.04 - $166.74 $894 - $1,000	6 Added 0.44%	1,379 $228,000
Q3 2019 Oct 28, 2019	BUY	$153.32 - $158.01 $210,508 - $216,947	1,373 New	1,373 $211,000

Others Institutions Holding VB

# of Institutions

2,375

Shares Held

168M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Pds Planning, Inc with notifications on news.

Account