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

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 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 1,319 shares of VBK stock, worth $369,939. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,316 0.23%
Holding current value
$369,939
Previous $329,000 6.99%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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