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

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025

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 2,871 shares of VBR stock, worth $589,875. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,871
Previous 2,866 0.17%
Holding current value
$589,875
Previous $559 Million 7.21%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$195.41 - $212.37 $977 - $1,061
5 Added 0.17%
2,871 $599 Million
Q2 2025

Jul 31, 2025
BUY
$162.76 - $195.77 $280,272 - $337,115
1,722 Added 150.52%
2,866 $559 Million
Q1 2025

May 01, 2025
BUY
$183.02 - $207.75 $10,981 - $12,465
60 Added 5.54%
1,144 $213 Million
Q4 2024

Jan 28, 2025
SELL
$197.36 - $217.3 $74,996 - $82,574
-380 Reduced 25.96%
1,084 $215 Million
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

# of Institutions
1,794
Shares Held
91.2M
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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