Wealth Plan Investment Management, LLC Vanguard Small Cap Growth ETF Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,245 shares of VBK stock, worth $381,468. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,245

Previous 1,141 9.11%

Holding current value

$381,468

Previous $287,000 19.86%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$219.76 - $276.94 $22,855 - $28,801	104 Added 9.11%	1,245 $344,000
Q1 2025 May 09, 2025	SELL	$247.97 - $296.33 $10,910 - $13,038	-44 Reduced 3.71%	1,141 $287,000
Q4 2024 Jan 30, 2025	BUY	$264.18 - $304.19 $313,053 - $360,465	1,185 New	1,185 $331,000
Q2 2024 Aug 09, 2024	BUY	$237.63 - $258.31 $76,754 - $83,434	323 Added 15.29%	2,436 $609,000
Q1 2024 May 16, 2024	BUY	$231.0 - $260.72 $42,735 - $48,233	185 Added 9.6%	2,113 $550,000
Q4 2023 Jan 05, 2024	SELL	$196.36 - $245.46 $2,159 - $2,700	-11 Reduced 0.57%	1,928 $466,000
Q3 2023 Nov 15, 2023	SELL	$210.59 - $239.48 $809,297 - $920,321	-3,843 Reduced 66.46%	1,939 $415,000
Q3 2023 Nov 09, 2023	BUY	$210.59 - $239.48 $779,183 - $886,076	3,700 Added 177.71%	5,782 $1.24 Million
Q2 2023 Aug 14, 2023	BUY	$209.12 - $229.74 $69,009 - $75,814	330 Added 18.84%	2,082 $478,000
Q2 2023 Jul 25, 2023	SELL	$209.12 - $229.74 $75,074 - $82,476	-359 Reduced 17.01%	1,752 $402,000
Q1 2023 May 08, 2023	SELL	$198.77 - $233.54 $1.36 Million - $1.6 Million	-6,843 Reduced 76.42%	2,111 $456,000
Q4 2022 Feb 15, 2023	SELL	$192.0 - $216.09 $118,464 - $133,327	-617 Reduced 6.45%	8,954 $1.8 Million
Q3 2022 Dec 12, 2022	SELL	$192.77 - $237.17 $221,878 - $272,982	-1,151 Reduced 10.73%	9,571 $1.97 Million
Q1 2022 Sep 07, 2022	BUY	$224.28 - $282.83 $2.4 Million - $3.03 Million	10,722 New	10,722 $2.37 Million

Others Institutions Holding VBK

# of Institutions

1,250

Shares Held

44.6M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Vanguard Small Cap Growth ETF Transaction History