GJWM
Gilliland Jeter Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
1,536
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $286K | Hold |
1,536
| – | – | 0.1% | 147 |
|
|
2024
Q4 | $304K | Hold |
1,536
| – | – | 0.1% | 140 |
|
|
2024
Q3 | $308K | Sell |
1,536
-13
| -0.8% | -$2.61K | 0.1% | 140 |
|
|
2024
Q2 | $283K | Buy |
1,549
+13
| +0.8% | +$2.37K | 0.1% | 139 |
|
|
2024
Q1 | $295K | Hold |
1,536
| – | – | 0.1% | 140 |
|
|
2023
Q4 | $276K | Buy |
+1,536
| New | +$276K | 0.11% | 137 |
|