Jgp Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Jgp Wealth Management, LLC
- $688 Million
- Q1 2024
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
Others Institutions Holding VB
# of Institutions
1,971Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.21 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.47 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.01 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$949 Million0.24% of portfolio