Comprehensive Financial Planning, Inc./Pa Vanguard Small Cap ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 248 shares of VB stock, worth $61,952. This represents 0.04% of its overall portfolio holdings.
Number of Shares
248
Previous 247
0.4%
Holding current value
$61,952
Previous $58.5 Million
7.65%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio