Jpl Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 2024

A detailed history of Jpl Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 3,394 shares of VBR stock, worth $621,169. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,394
Previous 1,575 115.49%
Holding current value
$621,169
Previous $287 Million 134.01%
% of portfolio
0.19%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $358,997 - $395,268
1,819 Added 115.49%
3,394 $673 Million
Q2 2024

Jul 31, 2024
SELL
$177.65 - $191.11 $9,237 - $9,937
-52 Reduced 3.2%
1,575 $287 Million
Q1 2024

May 10, 2024
BUY
$172.45 - $191.88 $280,576 - $312,188
1,627 New
1,627 $312 Million

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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