A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 846 shares of VTWG stock, worth $191,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares
846
Previous 844 0.24%
Holding current value
$191,331
Previous $161 Million 8.75%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$186.75 - $211.16 $373 - $422
2 Added 0.24%
846 $175 Million
Q1 2024

Apr 26, 2024

BUY
$174.39 - $197.1 $348 - $394
2 Added 0.24%
844 $166 Million
Q4 2023

Jan 17, 2024

BUY
$148.6 - $187.42 $1,634 - $2,061
11 Added 1.32%
842 $155 Million
Q3 2023

Jan 05, 2024

BUY
$160.88 - $184.97 $133,691 - $153,710
831 New
831 $136 Million

Others Institutions Holding VTWG

About VANGUARD RUSSELL 2000 GROWTH E


  • Ticker VTWG
  • Sector ETFs
  • Industry ETFs
More about VTWG
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.