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

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

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 266 shares of VBK stock, worth $70,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
266
Previous 108 146.3%
Holding current value
$70,455
Previous $28,000 164.29%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,227
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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