Glass Jacobson Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
9,245
+961
| +12% | +$123K | 0.46% | 69 |
|
|
2025
Q1 | $998K | Hold |
8,284
| – | – | 0.33% | 93 |
|
|
2024
Q4 | $998K | Buy |
8,284
+6,635
| +402% | +$800K | 0.33% | 93 |
|
|
2024
Q3 | $201K | Buy |
1,649
+181
| +12% | +$22K | 0.07% | 223 |
|
|
2024
Q2 | $167K | Buy |
1,468
+800
| +120% | +$90.9K | 0.06% | 231 |
|
|
2024
Q1 | $74.8K | Sell |
668
-719
| -52% | -$80.5K | 0.03% | 304 |
|
|
2023
Q4 | $145K | Buy |
1,387
+1,215
| +706% | +$127K | 0.06% | 236 |
|
|
2023
Q3 | $16.6K | Buy |
172
+36
| +26% | +$3.47K | 0.01% | 446 |
|
|
2023
Q2 | $13.5K | Buy |
+136
| New | +$13.5K | 0.01% | 472 |
|