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Consolidated Planning Corp’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Consolidated Planning Corp’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-366
Closed -$103K – 423
2021
Q3 		$103K Buy
+366
New +$105K 0.07% 100

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Consolidated Planning Corp's VBK Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2021, closing a stake of 366 shares — an estimated $103K sold.

Consolidated Planning Corp first reported a position in VBK in Q3 2021 and held it in 1 quarter. The position peaked at $103K in Q3 2021. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 366 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $103K.
  • Consolidated Planning Corp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard Morningstar Small-Cap Growth ETF position peaked at $103K in Q3 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.