Holistic Planning, LLC Vanguard Small Cap Growth ETF Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

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 4,859 shares of VBK stock, worth $1.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

4,859

Previous 4,822 0.77%

Holding current value

$1.2 Million

Previous $1.35 Billion 9.41%

% of portfolio

0.41%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$247.97 - $296.33 $9,174 - $10,964	37 Added 0.77%	4,859 $1.22 Billion
Q4 2024 Jan 24, 2025	SELL	$264.18 - $304.19 $34,079 - $39,240	-129 Reduced 2.61%	4,822 $1.35 Billion
Q3 2024 Nov 01, 2024	BUY	$240.48 - $267.94 $134,428 - $149,778	559 Added 12.73%	4,951 $1.32 Billion
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

1,216

Shares Held

45.5M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Holistic Planning, LLC Vanguard Small Cap Growth ETF Transaction History