GJIA
Glass Jacobson Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
11,407
-160
| -1% | -$45.6K | 1.25% | 18 |
|
|
2025
Q1 | $3.12M | Hold |
11,567
| – | – | 1.02% | 21 |
|
|
2024
Q4 | $3.12M | Buy |
11,567
+585
| +5% | +$158K | 1.02% | 21 |
|
|
2024
Q3 | $2.89M | Buy |
10,982
+305
| +3% | +$80.3K | 0.96% | 26 |
|
|
2024
Q2 | $2.67M | Buy |
10,677
+711
| +7% | +$177K | 0.97% | 26 |
|
|
2024
Q1 | $2.39M | Buy |
9,966
+749
| +8% | +$180K | 0.9% | 28 |
|
|
2023
Q4 | $2.01M | Buy |
9,217
+98
| +1% | +$21.4K | 0.82% | 28 |
|
|
2023
Q3 | $1.78M | Buy |
9,119
+286
| +3% | +$56K | 0.82% | 31 |
|
|
2023
Q2 | $1.79M | Buy |
+8,833
| New | +$1.79M | 0.82% | 31 |
|
|
2022
Q4 | $1.43M | Buy |
+8,198
| New | +$1.43M | 0.71% | 38 |
|