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 1,382 shares of VB stock, worth $299,175. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,382
Previous 1,486 7.0%
Holding current value
$299,175
Previous $317,000 0.63%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$179.99 - $196.57 $207,888 - $227,038
1,155 New
1,155 $211,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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