Total Wealth Planning, LLC Vanguard Small Cap ETF Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,341 shares of VB stock, worth $323,100. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,341
Previous 1,341 -0.0%
Holding current value
$323,100
Previous $292,000 8.9%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$210.76 - $226.94 $2,950 - $3,177
-14 Reduced 1.03%
1,341 $292,000
Q1 2024

Apr 18, 2024
SELL
$204.0 - $228.59 $38,964 - $43,660
-191 Reduced 12.35%
1,355 $309,000
Q4 2023

Feb 05, 2024
SELL
$175.26 - $215.9 $142,486 - $175,526
-813 Reduced 34.46%
1,546 $329,000
Q3 2023

Nov 08, 2023
SELL
$186.24 - $208.75 $38,737 - $43,420
-208 Reduced 8.1%
2,359 $446,000
Q2 2023

Jul 31, 2023
SELL
$181.26 - $198.89 $906 - $994
-5 Reduced 0.19%
2,567 $510,000
Q1 2023

Apr 14, 2023
BUY
$179.51 - $208.76 $2,692 - $3,131
15 Added 0.59%
2,572 $487,000
Q4 2022

Feb 02, 2023
BUY
$172.82 - $196.57 $1,382 - $1,572
8 Added 0.31%
2,557 $469,000
Q3 2022

Nov 14, 2022
SELL
$170.45 - $206.62 $205,903 - $249,596
-1,208 Reduced 32.15%
2,549 $436,000
Q2 2022

Aug 01, 2022
BUY
$170.7 - $214.67 $55,477 - $69,767
325 Added 9.47%
3,757 $662,000
Q1 2022

May 13, 2022
BUY
$198.73 - $227.97 $682,041 - $782,393
3,432 New
3,432 $729,000

Others Institutions Holding VB

# of Institutions
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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