Holistic Planning, LLC Vanguard Small Cap Growth ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,392 shares of VBK stock, worth $1.18 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
4,392
Previous 4,438 1.04%
Holding current value
$1.18 Million
Previous $1.16 Billion 1.04%
% of portfolio
0.88%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$237.63 - $258.31 $10,930 - $11,882
-46 Reduced 1.04%
4,392 $1.15 Billion
Q1 2024

May 01, 2024
SELL
$231.0 - $260.72 $13,860 - $15,643
-60 Reduced 1.33%
4,438 $1.16 Billion
Q4 2023

Feb 14, 2024
BUY
$196.36 - $245.46 $883,227 - $1.1 Million
4,498 New
4,498 $1.09 Billion

Others Institutions Holding VBK

# of Institutions
1,063
Shares Held
41.3M
Call Options Held
30.1K
Put Options Held
19.9K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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