Jeppson Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,281 shares of VBK stock, worth $373,808. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,281
Previous 1,319 2.88%
Holding current value
$373,808
Previous $352,000 1.7%
% of portfolio
0.13%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$264.18 - $304.19 $10,038 - $11,559
-38 Reduced 2.88%
1,281 $358,000
Q3 2024

Nov 04, 2024
BUY
$240.48 - $267.94 $721 - $803
3 Added 0.23%
1,319 $352,000
Q2 2024

Aug 05, 2024
SELL
$237.63 - $258.31 $950 - $1,033
-4 Reduced 0.3%
1,316 $329,000
Q1 2024

Apr 17, 2024
BUY
$231.0 - $260.72 $462 - $521
2 Added 0.15%
1,320 $344,000
Q4 2023

Jan 11, 2024
SELL
$196.36 - $245.46 $57,337 - $71,674
-292 Reduced 18.14%
1,318 $318,000
Q3 2023

Oct 25, 2023
BUY
$210.59 - $239.48 $421 - $478
2 Added 0.12%
1,610 $344,000
Q2 2023

Jul 31, 2023
BUY
$209.12 - $229.74 $627 - $689
3 Added 0.19%
1,608 $369,000
Q1 2023

Apr 27, 2023
BUY
$198.77 - $233.54 $397 - $467
2 Added 0.12%
1,605 $347,000
Q4 2022

Jan 27, 2023
BUY
$192.0 - $216.09 $576 - $648
3 Added 0.19%
1,603 $0
Q3 2022

Oct 20, 2022
BUY
$192.77 - $237.17 $578 - $711
3 Added 0.19%
1,600 $312,000
Q2 2022

Aug 03, 2022
BUY
$188.16 - $253.27 $376 - $506
2 Added 0.13%
1,597 $315,000
Q4 2021

Jan 19, 2022
SELL
$269.22 - $305.79 $2,153 - $2,446
-8 Reduced 0.5%
1,595 $450,000
Q3 2021

Nov 17, 2021
BUY
$273.65 - $297.37 $273 - $297
1 Added 0.06%
1,603 $449,000
Q2 2021

Jul 20, 2021
BUY
$260.67 - $292.07 $1,303 - $1,460
5 Added 0.31%
1,602 $464,000
Q1 2021

May 19, 2021
BUY
$262.76 - $302.04 $262 - $302
1 Added 0.06%
1,597 $438,000
Q4 2020

Mar 05, 2021
BUY
$216.78 - $272.28 $1,083 - $1,361
5 Added 0.31%
1,596 $427,000
Q3 2020

Nov 19, 2020
BUY
$197.81 - $223.21 $314,715 - $355,127
1,591 New
1,591 $342,000

Others Institutions Holding VBK

# of Institutions
1,155
Shares Held
43.4M
Call Options Held
39.5K
Put Options Held
27.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email