Jamison Private Wealth Management, Inc. Vanguard Small Cap Growth ETF Transaction History

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,430 shares of VBK stock, worth $361,747. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,430

Previous 1,304 9.66%

Holding current value

$361,747

Previous $349 Million 14.81%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$264.18 - $304.19 $33,286 - $38,327	126 Added 9.66%	1,430 $400 Million
Q3 2024 Oct 15, 2024	BUY	$240.48 - $267.94 $62,765 - $69,932	261 Added 25.02%	1,304 $349 Million
Q2 2024 Jul 11, 2024	BUY	$237.63 - $258.31 $9,029 - $9,815	38 Added 3.78%	1,043 $261 Million
Q1 2024 Apr 26, 2024	BUY	$231.0 - $260.72 $18,711 - $21,118	81 Added 8.77%	1,005 $262 Million
Q4 2023 Jan 17, 2024	BUY	$196.36 - $245.46 $51,642 - $64,555	263 Added 39.79%	924 $223 Million
Q3 2023 Jan 05, 2024	BUY	$210.59 - $239.48 $139,199 - $158,296	661 New	661 $142 Million

Others Institutions Holding VBK

# of Institutions

1,229

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Account

Jamison Private Wealth Management, Inc. Vanguard Small Cap Growth ETF Transaction History