Sterling Financial Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 12,836 shares of VBR stock, worth $2.33 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
12,836
Previous 13,052
1.65%
Holding current value
$2.33 Million
Previous $2.35 Million
4.86%
% of portfolio
1.02%
Previous 1.04%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio