Retirement Planning Group Vanguard Small Cap Value ETF Transaction History
Retirement Planning Group
- $1.24 Billion
- Q1 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 4,512 shares of VBR stock, worth $815,679. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,512
Previous 1,313
243.64%
Holding current value
$815,679
Previous $236,000
266.53%
% of portfolio
0.07%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,448Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.85 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$770 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$753 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$639 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$549 Million0.79% of portfolio