JCM
J2 Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $762K | Buy |
3,216
+20
| +0.6% | +$4.74K | 0.61% | 27 |
|
2025
Q1 | $709K | Buy |
3,196
+246
| +8% | +$54.6K | 0.65% | 24 |
|
2024
Q4 | $709K | Buy |
+2,950
| New | +$709K | 0.67% | 26 |
|
2023
Q3 | $665K | Sell |
3,515
-222
| -6% | -$42K | 0.84% | 24 |
|
2023
Q2 | $743K | Buy |
+3,737
| New | +$743K | 0.88% | 20 |
|
2022
Q3 | – | Sell |
-5,896
| Closed | -$1.04M | – | 100 |
|
2022
Q2 | $1.04M | Buy |
5,896
+136
| +2% | +$23.9K | 1.58% | 19 |
|
2022
Q1 | $1.22M | Sell |
5,760
-9
| -0.2% | -$1.91K | 1.34% | 21 |
|
2021
Q4 | $1.3M | Buy |
+5,769
| New | +$1.3M | 1.24% | 19 |
|