Jackson, Grant Investment Advisers, Inc. Vanguard Small Cap Value ETF Transaction History
Jackson, Grant Investment Advisers, Inc.
- $243 Million
- Q1 2024
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 1,067 shares of VBR stock, worth $193,745. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,067
Previous 1,062
0.47%
Holding current value
$193,745
Previous $191,000
6.81%
% of portfolio
0.08%
Previous 0.09%
Shares
25 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio