Wealth Plan Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,309 shares of VBK stock, worth $367,135. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,309
Previous 6,122 78.62%
Holding current value
$367,135
Previous $1.53 Billion 77.14%
% of portfolio
0.05%
Previous 0.16%

Shares

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

Nov 05, 2024
SELL
$240.48 - $267.94 $1.16 Million - $1.29 Million
-4,813 Reduced 78.62%
1,309 $350 Million
Q2 2024

Aug 09, 2024
BUY
$237.63 - $258.31 $24,000 - $26,089
101 Added 1.68%
6,122 $1.53 Billion
Q1 2024

May 07, 2024
BUY
$231.0 - $260.72 $48,972 - $55,272
212 Added 3.65%
6,021 $1.57 Billion
Q4 2023

Jan 05, 2024
BUY
$196.36 - $245.46 $5,301 - $6,627
27 Added 0.47%
5,809 $1.4 Billion
Q3 2023

Nov 01, 2023
BUY
$210.59 - $239.48 $356,318 - $405,200
1,692 Added 41.37%
5,782 $1.24 Billion
Q2 2023

Jul 31, 2023
SELL
$209.12 - $229.74 $475,957 - $522,888
-2,276 Reduced 35.75%
4,090 $940 Million
Q1 2023

May 10, 2023
SELL
$198.77 - $233.54 $514,416 - $604,401
-2,588 Reduced 28.9%
6,366 $1.38 Billion
Q4 2022

Feb 16, 2023
SELL
$192.0 - $216.09 $339,456 - $382,047
-1,768 Reduced 16.49%
8,954 $2.02 Billion
Q1 2022

May 03, 2022
SELL
$224.28 - $282.83 $96,440 - $121,616
-430 Reduced 3.86%
10,722 $2.37 Million
Q4 2021

Feb 01, 2022
BUY
$269.22 - $305.79 $1.25 Million - $1.42 Million
4,631 Added 71.02%
11,152 $2.74 Million
Q3 2021

Dec 09, 2021
BUY
$273.65 - $297.37 $789,480 - $857,912
2,885 Added 79.35%
6,521 $0
Q2 2021

Aug 19, 2021
BUY
$260.67 - $292.07 $95,405 - $106,897
366 Added 11.19%
3,636 $1.03 Million
Q1 2021

May 11, 2021
BUY
$262.76 - $302.04 $525 - $604
2 Added 0.06%
3,270 $907,000
Q4 2020

Feb 09, 2021
SELL
$216.78 - $272.28 $8,454 - $10,618
-39 Reduced 1.18%
3,268 $946,000
Q3 2020

Dec 18, 2020
SELL
$197.81 - $223.21 $35,407 - $39,954
-179 Reduced 5.13%
3,307 $778,000
Q2 2020

Aug 19, 2020
BUY
$139.78 - $205.13 $487,273 - $715,083
3,486 New
3,486 $753,000

Others Institutions Holding VBK

# of Institutions
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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