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

Jamison Private Wealth Management, Inc.

$697 Billion
Q2 2025

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 1,349 shares of VBK stock, worth $387,392. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,349

Previous 1,491 9.52%

Holding current value

$387,392

Previous $375 Million 0.48%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$219.76 - $276.94 $31,205 - $39,325	-142 Reduced 9.52%	1,349 $374 Million
Q1 2025 Apr 21, 2025	BUY	$247.97 - $296.33 $15,126 - $18,076	61 Added 4.27%	1,491 $375 Million
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

1,228

Shares Held

44.5M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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