A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 12,208 shares of VBR stock, worth $2.46 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
12,208
Previous 12,327 0.97%
Holding current value
$2.46 Million
Previous $2.25 Million 8.98%
% of portfolio
0.93%
Previous 0.94%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$179.99 - $201.6 $21,418 - $23,990
-119 Reduced 0.97%
12,208 $2.45 Million
Q2 2024

Jul 30, 2024

SELL
$177.65 - $191.11 $90,423 - $97,274
-509 Reduced 3.97%
12,327 $2.25 Million
Q1 2024

May 06, 2024

SELL
$172.45 - $191.88 $37,249 - $41,446
-216 Reduced 1.65%
12,836 $2.46 Million
Q4 2023

Jan 31, 2024

BUY
$149.18 - $181.94 $27,896 - $34,022
187 Added 1.45%
13,052 $2.35 Million
Q3 2023

Nov 03, 2023

SELL
$157.33 - $174.39 $7,551 - $8,370
-48 Reduced 0.37%
12,865 $2.05 Million
Q2 2023

Jul 28, 2023

SELL
$150.74 - $165.4 $26,831 - $29,441
-178 Reduced 1.36%
12,913 $2.14 Million
Q1 2023

May 03, 2023

BUY
$150.22 - $177.69 $5,558 - $6,574
37 Added 0.28%
13,091 $2.08 Million
Q4 2022

Feb 06, 2023

SELL
$147.25 - $169.54 $1,030 - $1,186
-7 Reduced 0.05%
13,054 $2.07 Million
Q3 2022

Nov 01, 2022

SELL
$143.4 - $172.87 $161,325 - $194,478
-1,125 Reduced 7.93%
13,061 $1.87 Million
Q2 2022

Jul 27, 2022

BUY
$146.67 - $178.24 $36,080 - $43,847
246 Added 1.76%
14,186 $2.13 Million
Q1 2022

May 10, 2022

BUY
$165.62 - $182.58 $91,091 - $100,419
550 Added 4.11%
13,940 $2.45 Million
Q4 2021

Feb 02, 2022

BUY
$168.72 - $185.72 $112,536 - $123,875
667 Added 5.24%
13,390 $2.4 Million
Q3 2021

Oct 28, 2021

BUY
$162.66 - $175.73 $33,995 - $36,727
209 Added 1.67%
12,723 $2.15 Million
Q2 2021

Aug 02, 2021

BUY
$166.46 - $180.76 $12,983 - $14,099
78 Added 0.63%
12,514 $2.17 Million
Q1 2021

Apr 28, 2021

BUY
$139.89 - $172.72 $326,083 - $402,610
2,331 Added 23.07%
12,436 $2.06 Million
Q4 2020

Feb 10, 2021

BUY
$111.89 - $142.79 $1.13 Million - $1.44 Million
10,105 New
10,105 $1.44 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial 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 Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.