JWM
Jacobus Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $192K | Hold |
1,660
| – | – | 0.05% | 170 |
|
|
2017
Q2 | $184K | Hold |
1,660
| – | – | 0.05% | 166 |
|
|
2017
Q1 | $179K | Hold |
1,660
| – | – | 0.05% | 163 |
|
|
2016
Q4 | $170K | Hold |
1,660
| – | – | 0.05% | 167 |
|
|
2016
Q3 | $165K | Hold |
1,660
| – | – | 0.05% | 184 |
|
|
2016
Q2 | $159K | Sell |
1,660
-10,000
| -86% | -$958K | 0.05% | 179 |
|
|
2016
Q1 | $1.1M | Buy |
11,660
+6,000
| +106% | +$564K | 0.32% | 67 |
|
|
2015
Q4 | $529K | Buy |
5,660
+1,500
| +36% | +$140K | 0.15% | 117 |
|
|
2015
Q3 | $366K | Hold |
4,160
| – | – | 0.11% | 144 |
|
|
2015
Q2 | $394K | Buy |
4,160
+2,500
| +151% | +$237K | 0.1% | 153 |
|
|
2015
Q1 | $158K | Hold |
1,660
| – | – | 0.04% | 239 |
|
|
2014
Q4 | $157K | Hold |
1,660
| – | – | 0.04% | 232 |
|
|
2014
Q3 | $150K | Hold |
1,660
| – | – | 0.04% | 241 |
|
|
2014
Q2 | $149K | Hold |
1,660
| – | – | 0.04% | 255 |
|
|
2014
Q1 | $143K | Hold |
1,660
| – | – | 0.03% | 255 |
|
|
2013
Q4 | $141K | Hold |
1,660
| – | – | 0.04% | 251 |
|
|
2013
Q3 | $128K | Hold |
1,660
| – | – | 0.04% | 218 |
|
|
2013
Q2 | $122K | Buy |
+1,660
| New | +$122K | 0.04% | 209 |
|