Plan Group Financial, LLC Vanguard Small Cap Value ETF Transaction History
Plan Group Financial, LLC
- $152 Million
- Q1 2024
A detailed history of Plan Group Financial, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 1,113 shares of VBR stock, worth $202,098. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,113
Previous 1,151
3.3%
Holding current value
$202,098
Previous $207,000
2.9%
% of portfolio
0.14%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio