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 $323,347. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,627
3.2%
Holding current value
$323,347
Previous $312 Million
7.92%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,590Shares Held
93.7MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.79 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$784 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$759 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio