Janiczek Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 6,055 shares of VBR stock, worth $1.24 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,055

Previous 6,055 -0.0%

Holding current value

$1.24 Million

Previous $1.16 Million 4.82%

% of portfolio

0.23%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$149.18 - $181.94 $2,536 - $3,092	-17 Reduced 0.28%	6,055 $1.09 Million
Q3 2023 Oct 13, 2023	BUY	$157.33 - $174.39 $1,101 - $1,220	7 Added 0.12%	6,072 $968,000
Q1 2023 Apr 21, 2023	BUY	$150.22 - $177.69 $150 - $177	1 Added 0.02%	6,065 $962,000
Q3 2022 Oct 17, 2022	BUY	$143.4 - $172.87 $143 - $172	1 Added 0.02%	6,064 $896,000
Q2 2022 Aug 03, 2022	SELL	$146.67 - $178.24 $146,670 - $178,240	-1,000 Reduced 14.16%	6,063 $998,000
Q4 2021 Feb 02, 2022	BUY	$168.72 - $185.72 $2,530 - $2,785	15 Added 0.21%	7,063 $1.26 Million
Q1 2021 Apr 28, 2021	BUY	$139.89 - $172.72 $985,944 - $1.22 Million	7,048 New	7,048 $1.17 Million
Q3 2019 Oct 30, 2019	SELL	$128.22 - $131.67 $53,852 - $55,301	-420 Closed	0 $0
Q2 2018 Jul 25, 2018	BUY	N/A	420 New	420 $57,000

Others Institutions Holding VBR

# of Institutions

1,603

Shares Held

93.8M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Janiczek Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History