A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 13,322 shares of VBK stock, worth $3.74 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
13,322
Previous 13,570 1.83%
Holding current value
$3.74 Million
Previous $3.39 Million 4.92%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Oct 15, 2024

SELL
$240.48 - $267.94 $59,639 - $66,449
-248 Reduced 1.83%
13,322 $3.56 Million
Q2 2024

Jul 18, 2024

SELL
$237.63 - $258.31 $86,972 - $94,541
-366 Reduced 2.63%
13,570 $3.39 Million
Q1 2024

Apr 25, 2024

SELL
$231.0 - $260.72 $47,124 - $53,186
-204 Reduced 1.44%
13,936 $3.63 Million
Q4 2023

Jan 29, 2024

BUY
$196.36 - $245.46 $2.33 Million - $2.92 Million
11,889 Added 528.17%
14,140 $3.42 Million
Q3 2023

Oct 24, 2023

SELL
$210.59 - $239.48 $131,618 - $149,675
-625 Reduced 21.73%
2,251 $482,000
Q1 2023

May 02, 2023

SELL
$198.77 - $233.54 $9,938 - $11,677
-50 Reduced 1.71%
2,876 $622,000
Q4 2022

Jan 27, 2023

SELL
$192.0 - $216.09 $326,400 - $367,353
-1,700 Reduced 36.75%
2,926 $0
Q3 2022

Oct 14, 2022

BUY
$192.77 - $237.17 $214,938 - $264,444
1,115 Added 31.76%
4,626 $903,000
Q2 2022

Aug 12, 2022

BUY
$188.16 - $253.27 $126,443 - $170,197
672 Added 23.67%
3,511 $692,000
Q1 2022

May 03, 2022

BUY
$224.28 - $282.83 $222,261 - $280,284
991 Added 53.63%
2,839 $704,000
Q4 2021

Feb 08, 2022

BUY
$269.22 - $305.79 $6,999 - $7,950
26 Added 1.43%
1,848 $521,000
Q2 2021

Jul 29, 2021

SELL
$260.67 - $292.07 $49,266 - $55,201
-189 Reduced 9.4%
1,822 $528,000
Q1 2021

May 10, 2021

BUY
$262.76 - $302.04 $13,663 - $15,706
52 Added 2.65%
2,011 $552,000
Q4 2020

Feb 09, 2021

SELL
$216.78 - $272.28 $146,326 - $183,788
-675 Reduced 25.63%
1,959 $524,000
Q3 2020

Nov 12, 2020

SELL
$197.81 - $223.21 $93,959 - $106,024
-475 Reduced 15.28%
2,634 $566,000
Q2 2020

Aug 06, 2020

SELL
$139.78 - $205.13 $238,744 - $350,362
-1,708 Reduced 35.46%
3,109 $621,000
Q1 2020

May 11, 2020

BUY
$128.7 - $210.28 $602,830 - $984,951
4,684 Added 3521.8%
4,817 $724,000
Q4 2019

Feb 14, 2020

BUY
$177.24 - $199.81 $23,572 - $26,574
133 New
133 $26,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


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

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.