Planning Directions Inc Vanguard Small Cap Value ETF Transaction History
Planning Directions Inc
- $144 Million
- Q2 2024
A detailed history of Planning Directions Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Planning Directions Inc holds 8,636 shares of VBR stock, worth $1.73 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
8,636
Previous 9,167
5.79%
Holding current value
$1.73 Million
Previous $1.76 Million
10.35%
% of portfolio
1.1%
Previous 1.25%
Shares
26 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio