Capital Planning LLC Vanguard Small Cap Growth ETF Transaction History

Capital Planning LLC

$337 Million
Q1 2025

A detailed history of Capital Planning LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Capital Planning LLC holds 3,747 shares of VBK stock, worth $929,106. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,747

Previous 3,893 3.75%

Holding current value

$929,106

Previous $1.09 Million 13.49%

% of portfolio

0.28%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$247.97 - $296.33 $36,203 - $43,264	-146 Reduced 3.75%	3,747 $943,000
Q4 2024 Jan 14, 2025	SELL	$264.18 - $304.19 $10,303 - $11,863	-39 Reduced 0.99%	3,893 $1.09 Million
Q3 2024 Oct 16, 2024	BUY	$240.48 - $267.94 $58,677 - $65,377	244 Added 6.62%	3,932 $1.05 Million
Q2 2024 Jul 11, 2024	BUY	$237.63 - $258.31 $21,624 - $23,506	91 Added 2.53%	3,688 $922,000
Q1 2024 Apr 12, 2024	BUY	$231.0 - $260.72 $94,248 - $106,373	408 Added 12.79%	3,597 $937,000
Q4 2023 Jan 22, 2024	BUY	$196.36 - $245.46 $626,192 - $782,771	3,189 New	3,189 $771,000

Others Institutions Holding VBK

# of Institutions

1,212

Shares Held

44.5M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
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Capital Planning LLC Vanguard Small Cap Growth ETF Transaction History