James Reed Financial Services, Inc. Vanguard Small Cap ETF Transaction History

James Reed Financial Services, Inc.

$89.4 Million
Q1 2025

A detailed history of James Reed Financial Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, James Reed Financial Services, Inc. holds 20,844 shares of VB stock, worth $4.76 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

20,844

Previous 21,073 1.09%

Holding current value

$4.76 Million

Previous $5.06 Million 8.77%

% of portfolio

5.17%

Previous 5.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$217.89 - $252.64 $49,896 - $57,854	-229 Reduced 1.09%	20,844 $4.62 Million
Q4 2024 Feb 06, 2025	BUY	$233.76 - $261.58 $345,263 - $386,353	1,477 Added 7.54%	21,073 $5.06 Million
Q3 2022 Nov 14, 2022	SELL	$170.45 - $206.62 $62,043 - $75,209	-364 Reduced 1.82%	19,596 $3.35 Million
Q2 2022 Aug 08, 2022	SELL	$170.7 - $214.67 $13,656 - $17,173	-80 Reduced 0.4%	19,960 $3.52 Million
Q1 2022 Apr 26, 2022	SELL	$198.73 - $227.97 $107,711 - $123,559	-542 Reduced 2.63%	20,040 $4.26 Million
Q4 2021 Feb 14, 2022	BUY	$215.13 - $239.37 $4.43 Million - $4.93 Million	20,582 New	20,582 $4.65 Million

Others Institutions Holding VB

# of Institutions

2,369

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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James Reed Financial Services, Inc. Vanguard Small Cap ETF Transaction History