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
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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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