Jackson, Grant Investment Advisers, Inc. Vanguard Small Cap Value ETF Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $256 Million
  • Q1 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,091 shares of VBR stock, worth $206,177. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,091
Previous 1,084 0.65%
Holding current value
$206,177
Previous $214,000 5.14%
% of portfolio
0.08%
Previous 0.08%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$183.02 - $207.75 $1,281 - $1,454
7 Added 0.65%
1,091 $203,000
Q4 2024

Jan 27, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.56%
1,084 $214,000
Q3 2024

Oct 17, 2024
BUY
$179.99 - $201.6 $899 - $1,008
5 Added 0.47%
1,078 $216,000
Q2 2024

Jul 16, 2024
BUY
$177.65 - $191.11 $1,065 - $1,146
6 Added 0.56%
1,073 $195,000
Q1 2024

May 08, 2024
BUY
$172.45 - $191.88 $862 - $959
5 Added 0.47%
1,067 $204,000
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $1,044 - $1,273
7 Added 0.66%
1,062 $191,000
Q3 2023

Oct 13, 2023
BUY
$157.33 - $174.39 $943 - $1,046
6 Added 0.57%
1,055 $168,000
Q2 2023

Aug 01, 2023
BUY
$150.74 - $165.4 $904 - $992
6 Added 0.58%
1,049 $173,000
Q1 2023

May 02, 2023
BUY
$150.22 - $177.69 $901 - $1,066
6 Added 0.58%
1,043 $165,000
Q4 2022

Jan 26, 2023
BUY
$147.25 - $169.54 $1,030 - $1,186
7 Added 0.68%
1,037 $0
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $717 - $864
5 Added 0.49%
1,030 $148,000
Q2 2022

Aug 04, 2022
BUY
$146.67 - $178.24 $733 - $891
5 Added 0.49%
1,025 $154,000
Q1 2022

Apr 28, 2022
BUY
$165.62 - $182.58 $168,932 - $186,231
1,020 New
1,020 $179,000
Q4 2021

Jan 24, 2022
SELL
$168.72 - $185.72 $170,407 - $187,577
-1,010 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
$162.66 - $175.73 $650 - $702
4 Added 0.4%
1,010 $171,000
Q2 2021

Jul 15, 2021
BUY
$166.46 - $180.76 $665 - $723
4 Added 0.4%
1,006 $175,000
Q1 2021

Apr 22, 2021
BUY
$139.89 - $172.72 $559 - $690
4 Added 0.4%
1,002 $166,000
Q4 2020

Mar 03, 2021
BUY
$111.89 - $142.79 $671 - $856
6 Added 0.6%
998 $142,000
Q3 2020

Nov 12, 2020
BUY
$102.46 - $117.9 $1,024 - $1,179
10 Added 1.02%
992 $110,000
Q1 2020

May 12, 2020
BUY
$75.8 - $139.04 $303 - $556
4 Added 0.41%
982 $87,000
Q4 2019

Feb 05, 2020
BUY
$123.74 - $138.15 $866 - $967
7 Added 0.72%
978 $134,000
Q3 2019

Nov 20, 2019
BUY
$128.22 - $131.67 $1,153 - $1,185
9 Added 0.94%
971 $125,000
Q2 2019

Aug 13, 2019
BUY
N/A
4 Added 0.42%
962 $126,000
Q4 2018

Jan 23, 2019
BUY
N/A
13 Added 1.38%
958 $109,000
Q2 2018

Aug 02, 2018
BUY
N/A
3 Added 0.32%
945 $128,000
Q1 2018

May 14, 2018
BUY
N/A
4 Added 0.43%
942 $122,000
Q4 2017

Feb 01, 2018
BUY
N/A
11 Added 1.19%
938 $124,000
Q3 2017

Nov 14, 2017
BUY
N/A
3 Added 0.32%
927 $118,000
Q2 2017

Aug 10, 2017
BUY
N/A
924
924 $114,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, 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 Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email