Compound Planning, Inc. VBK Holdings History
Compound Planning, Inc.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 43,930.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $11.06 Mil. This investment constitutes 0.5% of their stock portfolio, and Compound Planning, Inc. now holds 0.06% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2024Q4. And since then Compound Planning, Inc. has made 2 purchases of VBK, at an average price of $277.87, for a total of 43,930.00 shares. Based on historical transaction data and VBK's current price of $276.13, Compound Planning, Inc.'s estimated gain on his VBK holdings is $-76,349.78, reflecting a -0.63% gain to date.
Compound Planning, Inc. VBK ($276.13) Holding Chart
Compound Planning, Inc. VBK ($276.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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