Plante Moran Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,078 shares of VB stock, worth $702,368. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,078

Previous 3,080 0.06%

Holding current value

$702,368

Previous $740,000 7.84%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$217.89 - $252.64 $435 - $505	-2 Reduced 0.06%	3,078 $682,000
Q4 2024 Feb 05, 2025	BUY	$233.76 - $261.58 $341,990 - $382,691	1,463 Added 90.48%	3,080 $740,000
Q2 2024 Aug 12, 2024	BUY	$210.76 - $226.94 $6,744 - $7,262	32 Added 2.02%	1,617 $352,000
Q1 2024 May 09, 2024	BUY	$204.0 - $228.59 $252,144 - $282,537	1,236 Added 354.15%	1,585 $362,000
Q4 2023 Feb 05, 2024	SELL	$175.26 - $215.9 $71,330 - $87,871	-407 Reduced 53.84%	349 $74,000
Q3 2023 Nov 07, 2023	BUY	$186.24 - $208.75 $22,348 - $25,050	120 Added 18.87%	756 $142,000
Q2 2023 Aug 07, 2023	BUY	$181.26 - $198.89 $9,969 - $10,938	55 Added 9.47%	636 $126,000
Q1 2023 May 08, 2023	SELL	$179.51 - $208.76 $74,137 - $86,217	-413 Reduced 41.55%	581 $110,000
Q4 2022 Feb 09, 2023	BUY	$172.82 - $196.57 $38,711 - $44,031	224 Added 29.09%	994 $182,000
Q3 2022 Nov 02, 2022	BUY	$170.45 - $206.62 $57,100 - $69,217	335 Added 77.01%	770 $132,000
Q2 2022 Aug 02, 2022	BUY	$170.7 - $214.67 $13,656 - $17,173	80 Added 22.54%	435 $77,000
Q1 2022 May 06, 2022	BUY	$198.73 - $227.97 $21,065 - $24,164	106 Added 42.57%	355 $75,000
Q4 2021 Feb 09, 2022	SELL	$215.13 - $239.37 $84,761 - $94,311	-394 Reduced 61.28%	249 $56,000
Q3 2021 Nov 08, 2021	SELL	$211.9 - $229.42 $15,680 - $16,977	-74 Reduced 10.32%	643 $141,000
Q2 2021 Aug 10, 2021	BUY	$211.77 - $228.05 $38,542 - $41,505	182 Added 34.02%	717 $162,000
Q1 2021 May 13, 2021	BUY	$191.53 - $223.48 $15,513 - $18,101	81 Added 17.84%	535 $115,000
Q4 2020 Feb 09, 2021	BUY	$156.0 - $196.91 $624 - $787	4 Added 0.89%	454 $88,000
Q3 2020 Nov 12, 2020	BUY	$143.34 - $162.04 $573 - $648	4 Added 0.9%	450 $69,000
Q2 2020 Aug 10, 2020	BUY	$106.26 - $156.76 $14,876 - $21,946	140 Added 45.75%	446 $65,000
Q1 2020 May 07, 2020	SELL	$98.45 - $170.48 $106,621 - $184,629	-1,083 Reduced 77.97%	306 $35,000
Q4 2019 Feb 14, 2020	BUY	$149.04 - $166.74 $447 - $500	3 Added 0.22%	1,389 $230,000
Q3 2019 Nov 13, 2019	BUY	$153.32 - $158.01 $197,782 - $203,832	1,290 Added 1343.75%	1,386 $0
Q3 2017 Nov 08, 2017	BUY	N/A	96	96 $14,000

Others Institutions Holding VB

# of Institutions

2,370

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

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Plante Moran Financial Advisors, LLC Vanguard Small Cap ETF Transaction History