CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
1,212
-23
| -2% | -$5.61K | 0.11% | 111 |
|
|
2025
Q1 | $253K | Buy |
1,235
+52
| +4% | +$10.7K | 0.1% | 120 |
|
|
2024
Q4 | $296K | Hold |
1,183
| – | – | 0.11% | 117 |
|
|
2024
Q3 | $280K | Hold |
1,183
| – | – | 0.11% | 121 |
|
|
2024
Q2 | $274K | Buy |
1,183
+6
| +0.5% | +$1.39K | 0.11% | 119 |
|
|
2024
Q1 | $254K | Hold |
1,177
| – | – | 0.11% | 117 |
|
|
2023
Q4 | $245K | Buy |
+1,177
| New | +$245K | 0.1% | 119 |
|
|
2023
Q3 | – | Sell |
-1,056
| Closed | -$216K | – | 135 |
|
|
2023
Q2 | $216K | Buy |
+1,056
| New | +$216K | 0.09% | 125 |
|