Vanguard Small-Cap Growth ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Vanguard Small-Cap Growth ETF
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All positions including Vanguard Small-Cap Growth ETF held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $551k | 2.1k | 260.69 |
2023-12-31 | $466k | 1.9k | 241.79 |
2023-09-30 | $415k | 1.9k | 214.24 |
2023-06-30 | $478k | 2.1k | 229.75 |
2023-03-31 | $457k | 2.1k | 216.41 |
2022-12-31 | $2.0M | 9.0k | 225.04 |
2022-09-30 | $2.0M | 9.6k | 206.70 |
2022-03-31 | $2.4M | 11k | 222.22 |
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