Lji Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,084 shares of VBR stock, worth $201,168. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,084

Previous 1,464 25.96%

Holding current value

$201,168

Previous $294 Million 26.92%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$197.36 - $217.3 $74,996 - $82,574	-380 Reduced 25.96%	1,084 $215 Million
Q3 2024 Nov 06, 2024	BUY	$179.99 - $201.6 $6,839 - $7,660	38 Added 2.66%	1,464 $294 Million
Q1 2024 May 15, 2024	BUY	$172.45 - $191.88 $14,830 - $16,501	86 Added 6.42%	1,426 $274 Million
Q4 2023 Feb 13, 2024	BUY	$149.18 - $181.94 $447 - $545	3 Added 0.22%	1,340 $241 Million
Q3 2023 Feb 02, 2024	BUY	$157.33 - $174.39 $314 - $348	2 Added 0.15%	1,337 $213 Million
Q2 2023 Feb 02, 2024	BUY	$150.74 - $165.4 $1,356 - $1,488	9 Added 0.68%	1,335 $221 Million
Q1 2023 Feb 02, 2024	BUY	$150.22 - $177.69 $300 - $355	2 Added 0.15%	1,326 $211 Million
Q4 2022 Jan 02, 2024	BUY	$147.25 - $169.54 $194,959 - $224,470	1,324 New	1,324 $210 Million

Others Institutions Holding VBR

# of Institutions

1,710

Shares Held

95.8M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Lji Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History