Foundations Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,657 shares of VBK stock, worth $507,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,657
Previous 2,571 35.55%
Holding current value
$507,704
Previous $647,000 29.21%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$219.76 - $276.94 $200,860 - $253,123
-914 Reduced 35.55%
1,657 $458,000
Q1 2025

May 07, 2025
SELL
$247.97 - $296.33 $56,785 - $67,859
-229 Reduced 8.18%
2,571 $647,000
Q4 2024

Jan 22, 2025
BUY
$264.18 - $304.19 $341,320 - $393,013
1,292 Added 85.68%
2,800 $784,000
Q3 2024

Oct 21, 2024
BUY
$240.48 - $267.94 $69,498 - $77,434
289 Added 23.71%
1,508 $403,000
Q2 2024

Aug 02, 2024
BUY
$237.63 - $258.31 $24,951 - $27,122
105 Added 9.43%
1,219 $304,000
Q1 2024

May 13, 2024
BUY
$231.0 - $260.72 $2,772 - $3,128
12 Added 1.09%
1,114 $290,000
Q4 2023

Feb 08, 2024
SELL
$196.36 - $245.46 $136,862 - $171,085
-697 Reduced 38.74%
1,102 $266,000
Q3 2023

Oct 05, 2023
BUY
$210.59 - $239.48 $378,851 - $430,824
1,799 New
1,799 $385,000
Q1 2022

Apr 19, 2022
SELL
$224.28 - $282.83 $731,152 - $922,025
-3,260 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$269.22 - $305.79 $877,657 - $996,875
3,260 New
3,260 $866,000
Q3 2020

Oct 07, 2020
SELL
$197.81 - $223.21 $91.5 Million - $103 Million
-462,492 Closed
0 $0
Q2 2020

Jul 08, 2020
BUY
$139.78 - $205.13 $64.6 Million - $94.9 Million
462,492 New
462,492 $93.2 Million

Others Institutions Holding VBK

# of Institutions
1,248
Shares Held
44.6M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email