A detailed history of Financial Perspectives, Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 434 shares of VBK stock, worth $121,723. This represents 0.04% of its overall portfolio holdings.

Number of Shares
434
Previous 432 0.46%
Holding current value
$121,723
Previous $108 Million 7.16%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 17, 2024

BUY
$240.48 - $267.94 $480 - $535
2 Added 0.46%
434 $116 Million
Q4 2023

Feb 01, 2024

BUY
$196.36 - $245.46 $196 - $245
1 Added 0.23%
432 $104 Million
Q3 2023

Jan 09, 2024

BUY
$210.59 - $239.48 $210 - $239
1 Added 0.23%
431 $92.3 Million
Q1 2023

Jan 09, 2024

BUY
$198.77 - $233.54 $198 - $233
1 Added 0.23%
430 $93 Million
Q4 2022

Jan 09, 2024

BUY
$192.0 - $216.09 $192 - $216
1 Added 0.23%
429 $86 Million
Q3 2022

Jan 09, 2024

BUY
$192.77 - $237.17 $19,277 - $23,717
100 Added 30.49%
428 $83.5 Million
Q2 2022

Jan 09, 2024

BUY
$188.16 - $253.27 $54,001 - $72,688
287 Added 700.0%
328 $64.7 Million
Q4 2021

Jan 09, 2024

SELL
$269.22 - $305.79 $269 - $305
-1 Reduced 2.38%
41 $11.6 Million
Q2 2021

Jan 09, 2024

SELL
$260.67 - $292.07 $3 Million - $3.36 Million
-11,493 Reduced 99.64%
42 $12.2 Million
Q1 2021

Jan 09, 2024

BUY
$262.76 - $302.04 $3.02 Million - $3.47 Million
11,493 Added 27364.29%
11,535 $42,000
Q4 2019

Jan 09, 2024

BUY
$177.24 - $199.81 $7,444 - $8,392
42 New
42 $8.35 Million

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


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

Track Financial Perspectives, Inc Portfolio

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.