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

Cjm Wealth Advisers, Ltd.

$283 Billion
Q1 2025

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 11,668 shares of VBR stock, worth $2.1 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

11,668

Previous 12,998 10.23%

Holding current value

$2.1 Million

Previous $2.58 Billion 15.62%

% of portfolio

0.77%

Previous 0.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$183.02 - $207.75 $243,416 - $276,307	-1,330 Reduced 10.23%	11,668 $2.17 Billion
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

1,703

Shares Held

95M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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