Cjm Wealth Advisers, Ltd. Vanguard Small Cap Value ETF Transaction History
Cjm Wealth Advisers, Ltd.
- $292 Billion
- Q3 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 13,733 shares of VBR stock, worth $2.9 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
13,733
Previous 13,967
1.68%
Holding current value
$2.9 Million
Previous $2.52 Billion
9.33%
% of portfolio
0.94%
Previous 0.93%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio