Jackson Grant Investment Advisers’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Buy |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $196K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $148K | Buy |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $105K | Hold |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $125K | Buy |
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|
2019
Q2 | $126K | Buy |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $109K | Buy |
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|
2018
Q3 | $132K | Hold |
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|
2018
Q2 | $128K | Buy |
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|
2018
Q1 | $122K | Buy |
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|
2017
Q4 | $124K | Buy |
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|
2017
Q3 | $118K | Buy |
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|
2017
Q2 | $114K | Buy |
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|
2017
Q1 | $113K | Buy |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $101K | Buy |
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|
2016
Q2 | $96K | Buy |
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|
2016
Q1 | $92K | Buy |
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|
2015
Q4 | $89K | Buy |
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