Total Wealth Planning, LLC Vanguard Small Cap ETF Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,360 shares of VB stock, worth $325,869. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,360
Previous 1,341 1.42%
Holding current value
$325,869
Previous $318,000 2.52%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 15, 2025
BUY
$233.76 - $261.58 $4,441 - $4,970
19 Added 1.42%
1,360 $326,000
Q2 2024

Aug 02, 2024
SELL
$210.76 - $226.94 $2,950 - $3,177
-14 Reduced 1.03%
1,341 $292,000
Q1 2024

Apr 18, 2024
SELL
$204.0 - $228.59 $38,964 - $43,660
-191 Reduced 12.35%
1,355 $309,000
Q4 2023

Feb 05, 2024
SELL
$175.26 - $215.9 $142,486 - $175,526
-813 Reduced 34.46%
1,546 $329,000
Q3 2023

Nov 08, 2023
SELL
$186.24 - $208.75 $38,737 - $43,420
-208 Reduced 8.1%
2,359 $446,000
Q2 2023

Jul 31, 2023
SELL
$181.26 - $198.89 $906 - $994
-5 Reduced 0.19%
2,567 $510,000
Q1 2023

Apr 14, 2023
BUY
$179.51 - $208.76 $2,692 - $3,131
15 Added 0.59%
2,572 $487,000
Q4 2022

Feb 02, 2023
BUY
$172.82 - $196.57 $1,382 - $1,572
8 Added 0.31%
2,557 $469,000
Q3 2022

Nov 14, 2022
SELL
$170.45 - $206.62 $205,903 - $249,596
-1,208 Reduced 32.15%
2,549 $436,000
Q2 2022

Aug 01, 2022
BUY
$170.7 - $214.67 $55,477 - $69,767
325 Added 9.47%
3,757 $662,000
Q1 2022

May 13, 2022
BUY
$198.73 - $227.97 $682,041 - $782,393
3,432 New
3,432 $729,000

Others Institutions Holding VB

# of Institutions
2,318
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
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 Total Wealth Planning, LLC Portfolio

Follow Total Wealth 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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email