Peak Retirement Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 17,257 shares of VBR stock, worth $3.2 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
17,257Holding current value
$3.2 Million% of portfolio
2.31%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio