Stonebridge Financial Planning Group, LLC Vanguard Small Cap Growth ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,093 shares of VBK stock, worth $897,990. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,093
Previous 3,093 -0.0%
Holding current value
$897,990
Previous $773,000 6.86%
% of portfolio
0.41%
Previous 0.4%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$237.63 - $258.31 $135,686 - $147,495
-571 Reduced 15.58%
3,093 $773,000
Q1 2024

May 13, 2024
BUY
$231.0 - $260.72 $161,238 - $181,982
698 Added 23.53%
3,664 $955,000
Q4 2023

Feb 05, 2024
BUY
$196.36 - $245.46 $11,192 - $13,991
57 Added 1.96%
2,966 $717,000
Q3 2023

Nov 07, 2023
BUY
$210.59 - $239.48 $149,729 - $170,270
711 Added 32.35%
2,909 $623,000
Q2 2023

Aug 11, 2023
BUY
$209.12 - $229.74 $61,690 - $67,773
295 Added 15.5%
2,198 $504,000
Q1 2023

May 03, 2023
BUY
$198.77 - $233.54 $378,259 - $444,426
1,903 New
1,903 $411,000
Q2 2022

Aug 01, 2022
SELL
$188.16 - $253.27 $58,329 - $78,513
-310 Reduced 12.88%
2,096 $413,000
Q1 2022

May 10, 2022
SELL
$224.28 - $282.83 $50,463 - $63,636
-225 Reduced 8.55%
2,406 $597,000
Q4 2021

Feb 02, 2022
BUY
$269.22 - $305.79 $9,422 - $10,702
35 Added 1.35%
2,631 $622,000
Q3 2021

Nov 08, 2021
SELL
$273.65 - $297.37 $72,517 - $78,803
-265 Reduced 9.26%
2,596 $788,000
Q2 2021

Jul 28, 2021
BUY
$260.67 - $292.07 $186,900 - $209,414
717 Added 33.44%
2,861 $824,000
Q1 2021

May 06, 2021
BUY
$262.76 - $302.04 $221,506 - $254,619
843 Added 64.8%
2,144 $601,000
Q4 2020

Jan 27, 2021
SELL
$216.78 - $272.28 $30,349 - $38,119
-140 Reduced 9.72%
1,301 $348,000
Q3 2020

Oct 26, 2020
SELL
$197.81 - $223.21 $165,962 - $187,273
-839 Reduced 36.8%
1,441 $332,000
Q2 2020

Jul 24, 2020
SELL
$139.78 - $205.13 $44,310 - $65,026
-317 Reduced 12.21%
2,280 $459,000
Q1 2020

Apr 15, 2020
SELL
$128.7 - $210.28 $174,259 - $284,719
-1,354 Reduced 34.27%
2,597 $410,000
Q4 2019

Feb 07, 2020
BUY
$177.24 - $199.81 $700,275 - $789,449
3,951 New
3,951 $785,000

Others Institutions Holding VBK

# of Institutions
1,188
Shares Held
45.7M
Call Options Held
39.5K
Put Options Held
27.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, 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 Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email