GJIA
Glass Jacobson Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
6,926
-4,269
| -38% | -$2.42M | 1.52% | 10 |
|
|
2025
Q1 | $6.03M | Hold |
11,195
| – | – | 1.98% | 3 |
|
|
2024
Q4 | $6.03M | Sell |
11,195
-152
| -1% | -$81.9K | 1.98% | 3 |
|
|
2024
Q3 | $5.99M | Buy |
11,347
+120
| +1% | +$63.3K | 1.99% | 4 |
|
|
2024
Q2 | $5.61M | Buy |
11,227
+699
| +7% | +$350K | 2.05% | 3 |
|
|
2024
Q1 | $5.06M | Buy |
10,528
+716
| +7% | +$344K | 1.9% | 4 |
|
|
2023
Q4 | $4.29M | Buy |
9,812
+2,014
| +26% | +$880K | 1.75% | 5 |
|
|
2023
Q3 | $3.06M | Buy |
7,798
+948
| +14% | +$372K | 1.4% | 10 |
|
|
2023
Q2 | $2.79M | Buy |
+6,850
| New | +$2.79M | 1.28% | 15 |
|
|
2022
Q4 | $1.68M | Buy |
+4,777
| New | +$1.68M | 0.83% | 30 |
|