Cjm Wealth Advisers, Ltd. Vanguard Small Cap Value ETF Transaction History

Cjm Wealth Advisers, Ltd.

  • $297 Billion
  • Q4 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 12,998 shares of VBR stock, worth $2.67 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
12,998
Previous 13,733 5.35%
Holding current value
$2.67 Million
Previous $2.76 Billion 6.58%
% of portfolio
0.87%
Previous 0.94%

Shares

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

Jan 08, 2025
SELL
$197.36 - $217.3 $145,059 - $159,715
-735 Reduced 5.35%
12,998 $2.58 Billion
Q3 2024

Oct 03, 2024
SELL
$179.99 - $201.6 $42,117 - $47,174
-234 Reduced 1.68%
13,733 $2.76 Billion
Q2 2024

Jul 08, 2024
SELL
$177.65 - $191.11 $171,432 - $184,421
-965 Reduced 6.46%
13,967 $2.52 Billion
Q1 2024

Apr 08, 2024
BUY
$172.45 - $191.88 $24,143 - $26,863
140 Added 0.95%
14,932 $2.87 Billion
Q4 2023

Jan 19, 2024
SELL
$149.18 - $181.94 $51,168 - $62,405
-343 Reduced 2.27%
14,792 $2.66 Billion
Q3 2023

Oct 26, 2023
SELL
$157.33 - $174.39 $47,513 - $52,665
-302 Reduced 1.96%
15,135 $2.41 Billion
Q2 2023

Sep 15, 2023
SELL
$150.74 - $165.4 $248,268 - $272,413
-1,647 Reduced 9.64%
15,437 $2.55 Billion
Q1 2023

Sep 15, 2023
BUY
$150.22 - $177.69 $227,282 - $268,844
1,513 Added 9.72%
17,084 $2.71 Billion
Q4 2022

Sep 15, 2023
SELL
$147.25 - $169.54 $14,283 - $16,445
-97 Reduced 0.62%
15,571 $2.47 Billion
Q3 2022

Sep 15, 2023
BUY
$143.4 - $172.87 $33,985 - $40,970
237 Added 1.54%
15,668 $2.25 Billion
Q2 2022

Sep 15, 2023
BUY
$146.67 - $178.24 $864,032 - $1.05 Million
5,891 Added 61.75%
15,431 $2.31 Billion
Q1 2022

Sep 15, 2023
BUY
$165.62 - $182.58 $327,596 - $361,143
1,978 Added 26.16%
9,540 $1.68 Billion
Q4 2021

Sep 15, 2023
BUY
$168.72 - $185.72 $1.28 Million - $1.4 Million
7,562 New
7,562 $1.35 Billion

Others Institutions Holding VBR

# of Institutions
1,610
Shares Held
94.5M
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 Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. 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 Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email