Fee-Only Financial Planning, L.C. VBK Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 30,160.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $7.59 Mil. This investment constitutes 5.18% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.04% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 1 purchases of VBK, at an average price of $204.47, for a total of 32,785.00 shares. In addition, there have been 8 sales at an average price of $240.17 for 2,625.00 shares. Based on historical transaction data and VBK's current price of $281.27, Fee-Only Financial Planning, L.C.'s estimated gain on his VBK holdings is $2.41 Mil, reflecting a 35.95% gain to date.
Fee-Only Financial Planning, L.C. VBK ($281.27) Holding Chart
Fee-Only Financial Planning, L.C. VBK ($281.27) 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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