Financial Planning & Information Services, Inc. Vanguard Small Cap Growth ETF Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 32,069 shares of VBK stock, worth $9.8 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

32,069

Previous 31,241 2.65%

Holding current value

$9.8 Million

Previous $7.81 Million 9.73%

% of portfolio

1.18%

Previous 1.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$240.48 - $267.94 $199,117 - $221,854	828 Added 2.65%	32,069 $8.57 Million
Q2 2024 Aug 13, 2024	BUY	$237.63 - $258.31 $30,654 - $33,321	129 Added 0.41%	31,241 $7.81 Million
Q1 2024 May 14, 2024	SELL	$231.0 - $260.72 $136,983 - $154,606	-593 Reduced 1.87%	31,112 $8.11 Million
Q3 2023 Nov 14, 2023	SELL	$210.59 - $239.48 $2,948 - $3,352	-14 Reduced 0.04%	31,705 $6.79 Million
Q2 2023 Aug 11, 2023	BUY	$209.12 - $229.74 $1.08 Million - $1.19 Million	5,160 Added 19.43%	31,719 $7.29 Million
Q1 2023 May 02, 2023	BUY	$198.77 - $233.54 $490,365 - $576,143	2,467 Added 10.24%	26,559 $5.75 Million
Q4 2022 Feb 13, 2023	BUY	$192.0 - $216.09 $195,456 - $219,979	1,018 Added 4.41%	24,092 $4.83 Million
Q3 2022 Oct 25, 2022	BUY	$192.77 - $237.17 $25,252 - $31,069	131 Added 0.57%	23,074 $4.5 Million
Q2 2022 Jul 19, 2022	BUY	$188.16 - $253.27 $392,313 - $528,067	2,085 Added 10.0%	22,943 $4.52 Million
Q1 2022 Apr 19, 2022	BUY	$224.28 - $282.83 $79,395 - $100,121	354 Added 1.73%	20,858 $5.18 Million
Q4 2021 Feb 02, 2022	BUY	$269.22 - $305.79 $5.04 Million - $5.72 Million	18,716 Added 1046.76%	20,504 $5.78 Million
Q3 2021 Oct 13, 2021	BUY	$273.65 - $297.37 $64,307 - $69,881	235 Added 15.13%	1,788 $501,000
Q2 2021 Jul 29, 2021	BUY	$260.67 - $292.07 $84,457 - $94,630	324 Added 26.36%	1,553 $450,000
Q1 2021 Apr 20, 2021	BUY	$262.76 - $302.04 $322,932 - $371,207	1,229 New	1,229 $338,000

Others Institutions Holding VBK

# of Institutions

1,245

Shares Held

44.7M

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

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Account

Financial Planning & Information Services, Inc. Vanguard Small Cap Growth ETF Transaction History