GJWM
Gilliland Jeter Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
2,483
-156
| -6% | -$43.2K | 0.22% | 96 |
|
|
2025
Q1 | $665K | Buy |
2,639
+2
| +0.1% | +$504 | 0.23% | 92 |
|
|
2024
Q4 | $739K | Buy |
2,637
+158
| +6% | +$44.3K | 0.25% | 87 |
|
|
2024
Q3 | $663K | Sell |
2,479
-3
| -0.1% | -$802 | 0.21% | 95 |
|
|
2024
Q2 | $621K | Buy |
2,482
+6
| +0.2% | +$1.5K | 0.21% | 95 |
|
|
2024
Q1 | $646K | Buy |
2,476
+52
| +2% | +$13.6K | 0.22% | 95 |
|
|
2023
Q4 | $586K | Buy |
+2,424
| New | +$586K | 0.24% | 94 |
|