Total Wealth Planning, LLC's ownership history for VBK

Total Wealth Planning, LLC currently holds 68.4K shares with a market value of $20.4M. It started holding VBK on 2024-09-30. At its peak, it held 68.4K shares on 2025-09-30. Its highest holding value was $20.4M on 2025-09-30. At its lowest, it held 63.4K shares on 2024-09-30, with a value of $16.2M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 4.0K. In the recent year, Total Wealth Planning, LLC has increased its shares by 5.0K.