A detailed history of Hellman Jordan Management CO Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Hellman Jordan Management CO Inc holds 1,600 shares of VBR stock, worth $332,384. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,600
Previous 1,400 14.29%
Holding current value
$332,384
Previous $201,000 26.37%
% of portfolio
0.43%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023

BUY
$147.25 - $169.54 $29,450 - $33,908
200 Added 14.29%
1,600 $254,000
Q1 2021

May 06, 2021

SELL
$139.89 - $172.72 $101,420 - $125,222
-725 Reduced 34.12%
1,400 $232,000
Q4 2020

Jan 29, 2021

BUY
$111.89 - $142.79 $237,766 - $303,428
2,125 New
2,125 $302,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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

Track Hellman Jordan Management CO Inc Portfolio

Follow Hellman Jordan Management CO Inc 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 Hellman Jordan Management CO Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hellman Jordan Management CO Inc with notifications on news.