Jamison Private Wealth Management, Inc. Vanguard Small Cap Growth ETF Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,304 shares of VBK stock, worth $349,876. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,304
Previous 1,043 25.02%
Holding current value
$349,876
Previous $261 Million 33.69%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$240.48 - $267.94 $62,765 - $69,932
261 Added 25.02%
1,304 $349 Million
Q2 2024

Jul 11, 2024
BUY
$237.63 - $258.31 $9,029 - $9,815
38 Added 3.78%
1,043 $261 Million
Q1 2024

Apr 26, 2024
BUY
$231.0 - $260.72 $18,711 - $21,118
81 Added 8.77%
1,005 $262 Million
Q4 2023

Jan 17, 2024
BUY
$196.36 - $245.46 $51,642 - $64,555
263 Added 39.79%
924 $223 Million
Q3 2023

Jan 05, 2024
BUY
$210.59 - $239.48 $139,199 - $158,296
661 New
661 $142 Million

Others Institutions Holding VBK

# of Institutions
1,091
Shares Held
41.4M
Call Options Held
40.4K
Put Options Held
17.9K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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