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 $294,249. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,426
2.66%
Holding current value
$294,249
Previous $260 Million
12.99%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$479 Million0.49% of portfolio