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

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 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 1,464 shares of VBR stock, worth $292,463. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,464
Previous 1,426 2.66%
Holding current value
$292,463
Previous $260 Million 12.99%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,554
Shares Held
92.6M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email