GJIA
Glass Jacobson Investment Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
24,053
-388
| -2% | -$68.6K | 1.64% | 8 |
|
|
2025
Q1 | $4.14M | Hold |
24,441
| – | – | 1.36% | 8 |
|
|
2024
Q4 | $4.14M | Buy |
24,441
+155
| +0.6% | +$26.2K | 1.36% | 8 |
|
|
2024
Q3 | $4.24M | Sell |
24,286
-101
| -0.4% | -$17.6K | 1.41% | 9 |
|
|
2024
Q2 | $3.91M | Sell |
24,387
-357
| -1% | -$57.3K | 1.43% | 9 |
|
|
2024
Q1 | $4.03M | Buy |
24,744
+37
| +0.1% | +$6.03K | 1.51% | 8 |
|
|
2023
Q4 | $3.69M | Buy |
24,707
+2,510
| +11% | +$375K | 1.51% | 9 |
|
|
2023
Q3 | $3.06M | Buy |
22,197
+208
| +0.9% | +$28.7K | 1.4% | 11 |
|
|
2023
Q2 | $3.12M | Buy |
+21,989
| New | +$3.12M | 1.43% | 10 |
|
|
2022
Q4 | $3.07M | Buy |
+21,895
| New | +$3.07M | 1.52% | 6 |
|