GJIA
Glass Jacobson Investment Advisors’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 | $4.7M | Buy |
24,079
+468
| +2% | +$91.3K | 1.81% | 6 |
|
|
2025
Q1 | $4.68M | Hold |
23,611
| – | – | 1.54% | 7 |
|
|
2024
Q4 | $4.68M | Sell |
23,611
-532
| -2% | -$105K | 1.54% | 7 |
|
|
2024
Q3 | $4.85M | Buy |
24,143
+197
| +0.8% | +$39.6K | 1.61% | 6 |
|
|
2024
Q2 | $4.37M | Buy |
23,946
+684
| +3% | +$125K | 1.59% | 7 |
|
|
2024
Q1 | $4.46M | Buy |
23,262
+1,356
| +6% | +$260K | 1.68% | 6 |
|
|
2023
Q4 | $3.94M | Buy |
21,906
+6,698
| +44% | +$1.21M | 1.61% | 7 |
|
|
2023
Q3 | $2.43M | Buy |
15,208
+966
| +7% | +$154K | 1.11% | 19 |
|
|
2023
Q2 | $2.36M | Buy |
+14,242
| New | +$2.36M | 1.08% | 20 |
|
|
2022
Q4 | $2.16M | Buy |
+13,606
| New | +$2.16M | 1.07% | 19 |
|