A detailed history of Sequent Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,558 shares of VB stock, worth $378,204. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,558
Previous 1,237 25.95%
Holding current value
$378,204
Previous $268 Million 38.12%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Nov 14, 2024

BUY
$214.77 - $237.72 $68,941 - $76,308
321 Added 25.95%
1,558 $370 Million
Q2 2024

Aug 12, 2024

BUY
$210.76 - $226.94 $9,273 - $9,985
44 Added 3.69%
1,237 $268 Million
Q1 2024

May 14, 2024

BUY
$204.0 - $228.59 $243,372 - $272,707
1,193 New
1,193 $273 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.