JWM
Jacobus Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.08M | Hold |
14,750
| – | – | 0.55% | 46 |
|
|
2017
Q2 | $2M | Hold |
14,750
| – | – | 0.54% | 46 |
|
|
2017
Q1 | $1.97M | Hold |
14,750
| – | – | 0.55% | 44 |
|
|
2016
Q4 | $1.9M | Hold |
14,750
| – | – | 0.56% | 43 |
|
|
2016
Q3 | $1.8M | Hold |
14,750
| – | – | 0.52% | 45 |
|
|
2016
Q2 | $1.71M | Hold |
14,750
| – | – | 0.52% | 46 |
|
|
2016
Q1 | $1.64M | Hold |
14,750
| – | – | 0.48% | 47 |
|
|
2015
Q4 | $1.63M | Buy |
+14,750
| New | +$1.63M | 0.47% | 48 |
|