Jfg Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Jfg Wealth Management, LLC
- $373 Million
- Q1 2024
A detailed history of Jfg Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 77,397 shares of VB stock, worth $16.8 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
77,397
Previous 73,833
4.83%
Holding current value
$16.8 Million
Previous $15.8 Million
12.33%
% of portfolio
4.74%
Previous 4.53%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
1,970Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.24 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$954 Million0.24% of portfolio