Phillips Financial Management, LLC Vanguard Small Cap Growth ETF Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 243 shares of VBK stock, worth $74,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
243
Previous 243 -0.0%
Holding current value
$74,455
Previous $61,000 9.84%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$247.97 - $296.33 $5,703 - $6,815
-23 Reduced 8.65%
243 $61,000
Q4 2024

Feb 10, 2025
BUY
$264.18 - $304.19 $41,740 - $48,062
158 Added 146.3%
266 $74,000
Q3 2022

Nov 08, 2022
BUY
$192.77 - $237.17 $20,819 - $25,614
108 New
108 $21,000

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
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