GJIA
Glass Jacobson Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
14,730
+434
| +3% | +$103K | 1.34% | 15 |
|
|
2025
Q1 | $3.44M | Hold |
14,296
| – | – | 1.13% | 14 |
|
|
2024
Q4 | $3.44M | Sell |
14,296
-467
| -3% | -$112K | 1.13% | 14 |
|
|
2024
Q3 | $3.5M | Buy |
14,763
+89
| +0.6% | +$21.1K | 1.16% | 14 |
|
|
2024
Q2 | $3.2M | Buy |
14,674
+91
| +0.6% | +$19.8K | 1.17% | 16 |
|
|
2024
Q1 | $3.33M | Buy |
14,583
+456
| +3% | +$104K | 1.25% | 13 |
|
|
2023
Q4 | $3.01M | Buy |
14,127
+1,802
| +15% | +$384K | 1.23% | 16 |
|
|
2023
Q3 | $2.33M | Buy |
12,325
+860
| +8% | +$163K | 1.07% | 22 |
|
|
2023
Q2 | $2.28M | Buy |
+11,465
| New | +$2.28M | 1.05% | 22 |
|
|
2022
Q4 | $2.11M | Buy |
+11,481
| New | +$2.11M | 1.04% | 21 |
|