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

Cjm Wealth Advisers, Ltd.

  • $264 Billion
  • Q1 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 14,932 shares of VBR stock, worth $2.71 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
14,932
Previous 14,792 0.95%
Holding current value
$2.71 Million
Previous $2.66 Billion 7.63%
% of portfolio
1.09%
Previous 1.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$156.49 - $169.54 $15,179 - $16,445
-97 Reduced 0.62%
15,571 $2.47 Billion
Q3 2022

Sep 15, 2023
BUY
N/A
237 Added 1.54%
15,668 $2.25 Billion
Q2 2022

Sep 15, 2023
BUY
N/A
5,891 Added 61.75%
15,431 $2.31 Billion
Q1 2022

Sep 15, 2023
BUY
N/A
1,978 Added 26.16%
9,540 $1.68 Billion
Q4 2021

Sep 15, 2023
BUY
N/A
7,562 New
7,562 $1.35 Billion

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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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