Jpl Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
A detailed history of Jpl Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 3,394 shares of VBR stock, worth $690,577. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,394
Previous 1,575
115.49%
Holding current value
$690,577
Previous $287 Million
134.01%
% of portfolio
0.19%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,687Shares Held
100MCall Options Held
57.7KPut Options Held
8.3K-
Bank Of America Corp Charlotte, NC18.5MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$814 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$722 Million1.69% of portfolio