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

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 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 1,426 shares of VBR stock, worth $280,793. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,426
Previous 1,340 6.42%
Holding current value
$280,793
Previous $241 Million 13.48%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$156.49 - $169.54 $207,192 - $224,470
1,324 New
1,324 $210 Million

Others Institutions Holding VBR

# of Institutions
1,442
Shares Held
89.2M
Call Options Held
62.7K
Put Options Held
14.7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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