Legacy Wealth Planning, LLC VBK Holdings History
Legacy Wealth Planning, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 7,675.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $1.50 Mil. This investment constitutes 2.48% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.01% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 5 purchases of VBK, at an average price of $212.84, for a total of 8,967.00 shares. In addition, there have been 6 sales at an average price of $241.51 for 1,292.00 shares. Based on historical transaction data and VBK's current price of $283.00, Legacy Wealth Planning, LLC's estimated gain on his VBK holdings is $575,521.66, reflecting a 30.16% gain to date.
Legacy Wealth Planning, LLC VBK ($283.00) Holding Chart
Legacy Wealth Planning, LLC VBK ($283.00) 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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