Jpl Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 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 1,575 shares of VBR stock, worth $315,677. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,627
3.2%
Holding current value
$315,677
Previous $312 Million
7.92%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio