GJWM
Gilliland Jeter Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
11,348
+1
| +0% | +$438 | 1.62% | 12 |
|
|
2025
Q1 | $4.21M | Buy |
11,347
+28
| +0.2% | +$10.4K | 1.49% | 14 |
|
|
2024
Q4 | $4.65M | Buy |
11,319
+145
| +1% | +$59.5K | 1.57% | 12 |
|
|
2024
Q3 | $4.29M | Sell |
11,174
-39
| -0.3% | -$15K | 1.39% | 12 |
|
|
2024
Q2 | $4.19M | Buy |
11,213
+49
| +0.4% | +$18.3K | 1.41% | 13 |
|
|
2024
Q1 | $3.84M | Buy |
11,164
+147
| +1% | +$50.6K | 1.34% | 16 |
|
|
2023
Q4 | $3.43M | Buy |
+11,017
| New | +$3.43M | 1.42% | 14 |
|