A detailed history of Gilliland Jeter Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 1,536 shares of VBR stock, worth $306,662. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,536
Previous 1,549 0.84%
Holding current value
$306,662
Previous $283 Million 4.25%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$179.99 - $201.6 $2,339 - $2,620
-13 Reduced 0.84%
1,536 $295 Million
Q2 2024

Jul 24, 2024

BUY
$177.65 - $191.11 $2,309 - $2,484
13 Added 0.85%
1,549 $283 Million
Q4 2023

Feb 02, 2024

BUY
$149.18 - $181.94 $229,140 - $279,459
1,536 New
1,536 $276 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Gilliland Jeter Wealth Management LLC Portfolio

Follow Gilliland Jeter Wealth Management 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 Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.