Stonebridge Financial Planning Group, LLC Vanguard Small Cap ETF Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,694 shares of VB stock, worth $672,988. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,694

Previous 2,286 17.85%

Holding current value

$672,988

Previous $541,000 26.62%

% of portfolio

0.27%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$237.58 - $259.17 $96,932 - $105,741	408 Added 17.85%	2,694 $685,000
Q2 2025 Aug 05, 2025	SELL	$193.73 - $237.37 $15,498 - $18,989	-80 Reduced 3.38%	2,286 $541,000
Q1 2025 May 08, 2025	BUY	$217.89 - $252.64 $36,387 - $42,190	167 Added 7.59%	2,366 $524,000
Q4 2024 Feb 18, 2025	SELL	$233.76 - $261.58 $4,441 - $4,970	-19 Reduced 0.86%	2,199 $528,000
Q3 2024 Nov 08, 2024	SELL	$214.77 - $237.72 $26,631 - $29,477	-124 Reduced 5.29%	2,218 $526,000

Q2 2024 Aug 07, 2024	SELL	$210.76 - $226.94 $20,022 - $21,559	-95 Reduced 3.9%	2,342 $510,000
Q1 2024 May 13, 2024	BUY	$204.0 - $228.59 $23,460 - $26,287	115 Added 4.95%	2,437 $557,000
Q4 2023 Feb 05, 2024	BUY	$175.26 - $215.9 $406,953 - $501,319	2,322 New	2,322 $495,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Industry ETFs

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Stonebridge Financial Planning Group, LLC Vanguard Small Cap ETF Transaction History