GJIA
Glass Jacobson Investment Advisors’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 | $625K | Sell |
2,257
-400
| -15% | -$111K | 0.24% | 101 |
|
|
2025
Q1 | $744K | Hold |
2,657
| – | – | 0.24% | 112 |
|
|
2024
Q4 | $744K | Sell |
2,657
-409
| -13% | -$115K | 0.24% | 112 |
|
|
2024
Q3 | $820K | Hold |
3,066
| – | – | 0.27% | 103 |
|
|
2024
Q2 | $767K | Hold |
3,066
| – | – | 0.28% | 99 |
|
|
2024
Q1 | $799K | Buy |
3,066
+62
| +2% | +$16.2K | 0.3% | 95 |
|
|
2023
Q4 | $726K | Sell |
3,004
-208
| -6% | -$50.3K | 0.3% | 97 |
|
|
2023
Q3 | $688K | Buy |
3,212
+32
| +1% | +$6.85K | 0.32% | 97 |
|
|
2023
Q2 | $731K | Buy |
+3,180
| New | +$731K | 0.33% | 88 |
|
|
2022
Q4 | $600K | Buy |
+2,992
| New | +$600K | 0.3% | 102 |
|