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Retirement Planning Company of New England’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-180
Closed -$50K – 855
2021
Q4 		$50K Buy
+180
New +$51.6K 0.02% 410

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Retirement Planning Company of New England's VBK Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 180 shares — an estimated $50K sold.

Retirement Planning Company of New England first reported a position in VBK in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 180 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $50K.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Morningstar Small-Cap Growth ETF position peaked at $50K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.