Essential Planning, Llc. Vanguard Small Cap Value ETF Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 55,956 shares of VBR stock, worth $11.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
55,956
Holding current value
$11.4 Million
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $11 Million - $12.2 Million
55,956 New
55,956 $11.1 Million

Others Institutions Holding VBR

# of Institutions
1,646
Shares Held
100M
Call Options Held
53.2K
Put Options Held
18.8K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email