Jacobi Capital Management’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 | $331K | Buy |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $108K | Buy |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $73K | Buy |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $69K | Buy |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $6K | Buy |
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