Wealth Plan Investment Management, LLC Vanguard Small Cap Growth ETF Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,113 shares of VBK stock, worth $527,278. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,113
Previous 1,928 9.6%
Holding current value
$527,278
Previous $466,000 18.03%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
BUY
$231.0 - $260.72 $42,735 - $48,233
185 Added 9.6%
2,113 $550,000
Q4 2023

Jan 05, 2024
SELL
$196.36 - $245.46 $2,159 - $2,700
-11 Reduced 0.57%
1,928 $466,000
Q3 2023

Nov 15, 2023
SELL
$210.59 - $239.48 $809,297 - $920,321
-3,843 Reduced 66.46%
1,939 $415,000
Q3 2023

Nov 09, 2023
BUY
$210.59 - $239.48 $779,183 - $886,076
3,700 Added 177.71%
5,782 $1.24 Million
Q2 2023

Aug 14, 2023
BUY
$209.12 - $229.74 $69,009 - $75,814
330 Added 18.84%
2,082 $478,000
Q2 2023

Jul 25, 2023
SELL
$209.12 - $229.74 $75,074 - $82,476
-359 Reduced 17.01%
1,752 $402,000
Q1 2023

May 08, 2023
SELL
$198.77 - $233.54 $1.36 Million - $1.6 Million
-6,843 Reduced 76.42%
2,111 $456,000
Q4 2022

Feb 15, 2023
SELL
$195.34 - $216.09 $120,524 - $133,327
-617 Reduced 6.45%
8,954 $1.8 Million
Q3 2022

Dec 12, 2022
SELL
N/A
-1,151 Reduced 10.73%
9,571 $1.97 Million
Q1 2022

Sep 07, 2022
BUY
N/A
10,722 New
10,722 $2.37 Million

Others Institutions Holding VBK

# of Institutions
1,068
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
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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