Total Wealth Planning, LLC Vanguard Small Cap ETF Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 2025

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 1,342 shares of VB stock, worth $346,209. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,342

Previous 1,336 0.45%

Holding current value

$346,209

Previous $296,000 7.43%

% of portfolio

0.04%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$193.73 - $237.37 $1,162 - $1,424	6 Added 0.45%	1,342 $318,000
Q1 2025 Apr 15, 2025	SELL	$217.89 - $252.64 $5,229 - $6,063	-24 Reduced 1.76%	1,336 $296,000
Q4 2024 Jan 15, 2025	BUY	$233.76 - $261.58 $4,441 - $4,970	19 Added 1.42%	1,360 $326,000
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

2,402

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Industry ETFs

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Total Wealth Planning, LLC Vanguard Small Cap ETF Transaction History