Jgp Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 1,784 shares of VB stock, worth $429,462. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,784
Previous 1,696 5.19%
Holding current value
$429,462
Previous $375,000 12.53%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$193.73 - $237.37 $17,048 - $20,888
88 Added 5.19%
1,784 $422,000
Q1 2025

Apr 08, 2025
BUY
$217.89 - $252.64 $30,504 - $35,369
140 Added 9.0%
1,696 $375,000
Q4 2024

Jan 14, 2025
BUY
$233.76 - $261.58 $6,779 - $7,585
29 Added 1.9%
1,556 $373,000
Q3 2024

Oct 09, 2024
BUY
$214.77 - $237.72 $49,182 - $54,437
229 Added 17.64%
1,527 $362,000
Q2 2024

Jul 12, 2024
SELL
$210.76 - $226.94 $17,703 - $19,062
-84 Reduced 6.08%
1,298 $283,000
Q1 2024

Apr 24, 2024
SELL
$204.0 - $228.59 $21,216 - $23,773
-104 Reduced 7.0%
1,382 $315,000
Q4 2023

Jan 10, 2024
BUY
$175.26 - $215.9 $42,412 - $52,247
242 Added 19.45%
1,486 $317,000
Q3 2023

Oct 19, 2023
BUY
$186.24 - $208.75 $5,959 - $6,680
32 Added 2.64%
1,244 $235,000
Q2 2023

Aug 10, 2023
BUY
$181.26 - $198.89 $1,812 - $1,988
10 Added 0.83%
1,212 $241,000
Q1 2023

Apr 14, 2023
BUY
$179.51 - $208.76 $8,436 - $9,811
47 Added 4.07%
1,202 $227,000
Q4 2022

Feb 09, 2023
BUY
$172.82 - $196.57 $199,607 - $227,038
1,155 New
1,155 $211,000

Others Institutions Holding VB

# of Institutions
2,383
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

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