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

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,455 shares of VBR stock, worth $298,944. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,455
Previous 1,455 -0.0%
Holding current value
$298,944
Previous $283,000 7.07%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$162.76 - $195.77 $6,998 - $8,418
-43 Reduced 2.87%
1,455 $283,000
Q1 2025

Apr 24, 2025
BUY
$183.02 - $207.75 $274,163 - $311,209
1,498 New
1,498 $279,000
Q3 2024

Nov 04, 2024
BUY
$179.99 - $201.6 $187,189 - $209,664
1,040 New
1,040 $208,000
Q1 2024

Apr 17, 2024
SELL
$172.45 - $191.88 $4,311 - $4,797
-25 Reduced 2.09%
1,173 $225,000
Q4 2023

Jan 11, 2024
BUY
$149.18 - $181.94 $178,717 - $217,964
1,198 New
1,198 $215,000
Q2 2022

Aug 03, 2022
SELL
$146.67 - $178.24 $176,444 - $214,422
-1,203 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$165.62 - $182.58 $496 - $547
-3 Reduced 0.25%
1,203 $211,000
Q2 2021

Jul 20, 2021
SELL
$166.46 - $180.76 $2,829 - $3,072
-17 Reduced 1.39%
1,206 $209,000
Q1 2021

May 19, 2021
BUY
$139.89 - $172.72 $171,085 - $211,236
1,223 New
1,223 $202,000
Q4 2020

Mar 05, 2021
SELL
$111.89 - $142.79 $137,960 - $176,060
-1,233 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$102.46 - $117.9 $126,333 - $145,370
1,233 New
1,233 $136,000

Others Institutions Holding VBR

# of Institutions
1,798
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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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