JCM
Jacobsen 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 | $5.17M | Buy |
21,823
+3,531
| +19% | +$837K | 1.9% | 11 |
|
|
2025
Q1 | $4.06M | Buy |
18,292
+1,623
| +10% | +$360K | 1.76% | 12 |
|
|
2024
Q4 | $4.01M | Buy |
16,669
+528
| +3% | +$127K | 1.71% | 12 |
|
|
2024
Q3 | $3.83M | Buy |
16,141
+1,185
| +8% | +$281K | 1.61% | 12 |
|
|
2024
Q2 | $3.26M | Buy |
14,956
+955
| +7% | +$208K | 1.46% | 13 |
|
|
2024
Q1 | $3.2M | Buy |
+14,001
| New | +$3.2M | 1.48% | 12 |
|