Aj Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,836 shares of VBR stock, worth $366,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,836
Previous 1,835 0.05%
Holding current value
$366,557
Previous $291,000 4.12%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $150 - $165
1 Added 0.05%
1,836 $303,000
Q1 2023

Apr 28, 2023
BUY
$150.22 - $177.69 $300 - $355
2 Added 0.11%
1,835 $291,000
Q4 2022

Jan 25, 2023
BUY
$147.25 - $169.54 $269,909 - $310,766
1,833 New
1,833 $291,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email