Jackson Grant Investment Advisers’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3K | Hold |
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|
2025
Q1 | $47.1K | Buy |
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|
2024
Q4 | $50.8K | Hold |
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|
2024
Q3 | $50K | Buy |
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|
2024
Q2 | $45.6K | Hold |
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|
2024
Q1 | $47.8K | Hold |
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|
2023
Q4 | $44.5K | Buy |
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|
2023
Q3 | $39.2K | Buy |
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|
2023
Q2 | $41.1K | Buy |
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|
2023
Q1 | $39K | Buy |
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|
2022
Q4 | $37.6K | Buy |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | $19K | Buy |
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|
2019
Q2 | $20K | Buy |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $7K | Buy |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Buy |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Buy |
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|
2016
Q2 | $2K | Buy |
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