Retirement Planning Group Vanguard Small Cap Value ETF Transaction History

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024

A detailed history of Retirement Planning Group transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Planning Group holds 7,844 shares of VBR stock, worth $1.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,844
Previous 3,860 103.21%
Holding current value
$1.69 Million
Previous $704,000 123.58%
% of portfolio
0.1%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$179.99 - $201.6 $717,080 - $803,174
3,984 Added 103.21%
7,844 $1.57 Million
Q2 2024

Jul 12, 2024
SELL
$177.65 - $191.11 $115,827 - $124,603
-652 Reduced 14.45%
3,860 $704,000
Q1 2024

Apr 12, 2024
BUY
$172.45 - $191.88 $551,667 - $613,824
3,199 Added 243.64%
4,512 $865,000
Q4 2023

Jan 12, 2024
BUY
$149.18 - $181.94 $195,873 - $238,887
1,313 New
1,313 $236,000
Q2 2022

Jul 13, 2022
SELL
$146.67 - $178.24 $299,353 - $363,787
-2,041 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$165.62 - $182.58 $828 - $912
5 Added 0.25%
2,041 $359,000
Q4 2021

Jan 20, 2022
SELL
$168.72 - $185.72 $6,580 - $7,243
-39 Reduced 1.88%
2,036 $364,000
Q3 2021

Oct 18, 2021
SELL
$162.66 - $175.73 $1.62 Million - $1.75 Million
-9,955 Reduced 82.75%
2,075 $351,000
Q2 2021

Jul 19, 2021
BUY
$166.46 - $180.76 $2 Million - $2.17 Million
12,030 New
12,030 $2.09 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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