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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by WealthPlan Investment Management

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