Peak Retirement Planning, Inc. Vanguard Small Cap ETF Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 3,397 shares of VB stock, worth $848,604. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,397
Previous 2,643 28.53%
Holding current value
$848,604
Previous $626 Million 37.93%
% of portfolio
0.24%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$237.58 - $259.17 $179,135 - $195,414
754 Added 28.53%
3,397 $864 Million
Q2 2025

Nov 04, 2025
SELL
$193.73 - $237.37 $50,563 - $61,953
-261 Reduced 8.99%
2,643 $626 Million
Q1 2025

Nov 04, 2025
SELL
$217.89 - $252.64 $3.47 Million - $4.03 Million
-15,932 Reduced 84.58%
2,904 $644 Million
Q4 2024

Feb 20, 2025
BUY
$233.76 - $261.58 $4.4 Million - $4.93 Million
18,836 New
18,836 $4.53 Billion

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. 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 Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email