A detailed history of Capital Planning LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Capital Planning LLC holds 3,893 shares of VBK stock, worth $1.13 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,893
Previous 3,932 0.99%
Holding current value
$1.13 Million
Previous $1.05 Million 3.71%
% of portfolio
0.3%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$264.18 - $304.19 $10,303 - $11,863
-39 Reduced 0.99%
3,893 $1.09 Million
Q3 2024

Oct 16, 2024

BUY
$240.48 - $267.94 $58,677 - $65,377
244 Added 6.62%
3,932 $1.05 Million
Q2 2024

Jul 11, 2024

BUY
$237.63 - $258.31 $21,624 - $23,506
91 Added 2.53%
3,688 $922,000
Q1 2024

Apr 12, 2024

BUY
$231.0 - $260.72 $94,248 - $106,373
408 Added 12.79%
3,597 $937,000
Q4 2023

Jan 22, 2024

BUY
$196.36 - $245.46 $626,192 - $782,771
3,189 New
3,189 $771,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.