Holistic Planning, LLC Vanguard Small Cap ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,913 shares of VB stock, worth $1.23 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,913

Previous 5,189 5.32%

Holding current value

$1.23 Million

Previous $1.23 Billion 1.6%

% of portfolio

0.33%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$237.58 - $259.17 $65,572 - $71,530	-276 Reduced 5.32%	4,913 $1.25 Billion
Q2 2025 Jul 28, 2025	BUY	$193.73 - $237.37 $101,901 - $124,856	526 Added 11.28%	5,189 $1.23 Billion
Q1 2025 Apr 23, 2025	SELL	$217.89 - $252.64 $18,302 - $21,221	-84 Reduced 1.77%	4,663 $1.03 Billion
Q4 2024 Jan 24, 2025	SELL	$233.76 - $261.58 $159,658 - $178,659	-683 Reduced 12.58%	4,747 $1.14 Billion
Q3 2024 Nov 01, 2024	SELL	$214.77 - $237.72 $203,601 - $225,358	-948 Reduced 14.86%	5,430 $1.29 Billion

Q2 2024 Jul 22, 2024	SELL	$210.76 - $226.94 $27,820 - $29,956	-132 Reduced 2.03%	6,378 $1.46 Billion
Q1 2024 May 01, 2024	SELL	$204.0 - $228.59 $139,128 - $155,898	-682 Reduced 9.48%	6,510 $1.49 Billion
Q4 2023 Feb 14, 2024	BUY	$175.26 - $215.9 $1.26 Million - $1.55 Million	7,192 New	7,192 $1.53 Billion

Others Institutions Holding VB

# of Institutions

2,481

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Holistic Planning, LLC Vanguard Small Cap ETF Transaction History