Legacy Wealth Planning, LLC Vanguard Small Cap Growth ETF Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 7,675 shares of VBK stock, worth $2.32 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

7,675

Previous 7,760 1.1%

Holding current value

$2.32 Million

Previous $1.53 Million 2.03%

% of portfolio

2.48%

Previous 2.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$192.77 - $237.17 $16,385 - $20,159	-85 Reduced 1.1%	7,675 $1.5 Million
Q2 2022 Jul 26, 2022	SELL	$188.16 - $253.27 $19,568 - $26,340	-104 Reduced 1.32%	7,760 $1.53 Million
Q1 2022 May 10, 2022	BUY	$224.28 - $282.83 $366,473 - $462,144	1,634 Added 26.23%	7,864 $1.95 Million
Q4 2021 Feb 14, 2022	BUY	$269.22 - $305.79 $255,489 - $290,194	949 Added 17.97%	6,230 $1.76 Million
Q3 2021 Nov 12, 2021	BUY	$273.65 - $297.37 $12,861 - $13,976	47 Added 0.9%	5,281 $1.48 Million
Q2 2021 Aug 16, 2021	BUY	$260.67 - $292.07 $40,403 - $45,270	155 Added 3.05%	5,234 $1.52 Million
Q1 2021 May 06, 2021	SELL	$262.76 - $302.04 $162,648 - $186,962	-619 Reduced 10.86%	5,079 $1.4 Million
Q4 2020 Feb 12, 2021	BUY	$216.78 - $272.28 $7,804 - $9,802	36 Added 0.64%	5,698 $1.53 Million
Q3 2020 Nov 03, 2020	SELL	$197.81 - $223.21 $54,595 - $61,605	-276 Reduced 4.65%	5,662 $1.22 Million
Q2 2020 Aug 17, 2020	BUY	$139.78 - $205.13 $704,211 - $1.03 Million	5,038 Added 559.78%	5,938 $1.19 Million
Q1 2020 May 18, 2020	SELL	$128.7 - $210.28 $654,439 - $1.07 Million	-5,085 Reduced 84.96%	900 $900,000
Q1 2020 May 18, 2020	SELL	$128.7 - $210.28 $20,720 - $33,855	-161 Reduced 2.62%	5,985 $900,000
Q4 2019 Feb 12, 2020	BUY	$177.24 - $199.81 $1.09 Million - $1.23 Million	6,146 New	6,146 $1.22 Million

Others Institutions Holding VBK

# of Institutions

1,243

Shares Held

44.6M

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

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Legacy Wealth Planning, LLC Vanguard Small Cap Growth ETF Transaction History