Retirement Planning Group Vanguard Small Cap Value ETF Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

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 5,202 shares of VBR stock, worth $983,073. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,202

Previous 5,544 6.17%

Holding current value

$983,073

Previous $1.1 Million 12.11%

% of portfolio

0.06%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$183.02 - $207.75 $62,592 - $71,050	-342 Reduced 6.17%	5,202 $965,000
Q4 2024 Feb 18, 2025	SELL	$197.36 - $217.3 $453,928 - $499,790	-2,300 Reduced 29.32%	5,544 $1.1 Million
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

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Retirement Planning Group Vanguard Small Cap Value ETF Transaction History