Holistic Planning, LLC Vanguard Small Cap Growth ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

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 4,822 shares of VBK stock, worth $1.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,822
Previous 4,951 2.61%
Holding current value
$1.26 Million
Previous $1.32 Billion 2.02%
% of portfolio
0.49%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,224
Shares Held
46.4M
Call Options Held
49.2K
Put Options Held
36.6K
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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