Total Wealth Planning, LLC Vanguard Small Cap Value ETF Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 97,002 shares of VBR stock, worth $18.6 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
97,002
Previous 98,297
1.32%
Holding current value
$18.6 Million
Previous $19.7 Million
2.6%
% of portfolio
3.18%
Previous 3.26%
Shares
25 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio