A detailed history of Lji Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,469 shares of VB stock, worth $355,718. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,469
Previous 1,817 19.15%
Holding current value
$355,718
Previous $396 Million 12.04%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Nov 06, 2024

SELL
$214.77 - $237.72 $74,739 - $82,726
-348 Reduced 19.15%
1,469 $349 Million
Q2 2024

Aug 12, 2024

SELL
$210.76 - $226.94 $21,076 - $22,694
-100 Reduced 5.22%
1,817 $396 Million
Q1 2024

May 15, 2024

BUY
$204.0 - $228.59 $16,116 - $18,058
79 Added 4.3%
1,917 $438 Million
Q4 2023

Feb 13, 2024

SELL
$175.26 - $215.9 $23,484 - $28,930
-134 Reduced 6.8%
1,838 $392 Million
Q2 2023

Feb 02, 2024

BUY
$181.26 - $198.89 $57,640 - $63,247
318 Added 19.23%
1,972 $392 Million
Q4 2022

Jan 02, 2024

BUY
$172.82 - $196.57 $285,844 - $325,126
1,654 New
1,654 $304 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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.