Wrenne Financial Planning LLC Vanguard Small Cap Value ETF Transaction History

Wrenne Financial Planning LLC

$176 Billion
Q4 2024

A detailed history of Wrenne Financial Planning LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 26,101 shares of VBR stock, worth $5.31 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

26,101

Previous 26,164 0.24%

Holding current value

$5.31 Million

Previous $5.25 Billion 1.53%

% of portfolio

2.94%

Previous 3.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$197.36 - $217.3 $12,433 - $13,689	-63 Reduced 0.24%	26,101 $5.17 Billion
Q3 2024 Nov 12, 2024	BUY	$179.99 - $201.6 $68,756 - $77,011	382 Added 1.48%	26,164 $5.25 Billion
Q2 2024 Aug 07, 2024	BUY	$177.65 - $191.11 $66,618 - $71,666	375 Added 1.48%	25,782 $4.71 Billion
Q1 2024 May 13, 2024	BUY	$172.45 - $191.88 $4.38 Million - $4.88 Million	25,407 New	25,407 $4.88 Billion
Q4 2023 Jul 11, 2024	SELL	$149.18 - $181.94 $93,983 - $114,622	-630 Reduced 2.48%	24,777 $4.46 Billion

Others Institutions Holding VBR

# of Institutions

1,687

Shares Held

100M

Call Options Held

57.7K

Put Options Held

8.3K

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About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Wrenne Financial Planning LLC Vanguard Small Cap Value ETF Transaction History