JJBC
James J. Burns & Company’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
40,992
+2,860
| +8% | +$678K | 1.58% | 16 |
|
|
2025
Q1 | $8.46M | Buy |
38,132
+2,288
| +6% | +$507K | 1.51% | 16 |
|
|
2024
Q4 | $8.61M | Buy |
35,844
+2,239
| +7% | +$538K | 1.5% | 16 |
|
|
2024
Q3 | $7.97M | Buy |
33,605
+2,684
| +9% | +$637K | 1.44% | 17 |
|
|
2024
Q2 | $6.74M | Buy |
30,921
+11,705
| +61% | +$2.55M | 1.33% | 16 |
|
|
2024
Q1 | $4.29M | Sell |
19,216
-6,675
| -26% | -$1.49M | 1.5% | 14 |
|
|
2023
Q4 | $5.52M | Buy |
25,891
+613
| +2% | +$131K | 1.32% | 17 |
|
|
2023
Q3 | $4.78M | Buy |
25,278
+1,456
| +6% | +$275K | 1.28% | 18 |
|
|
2023
Q2 | $4.74M | Buy |
23,822
+1,332
| +6% | +$265K | 1.2% | 21 |
|
|
2023
Q1 | $4.26M | Buy |
22,490
+7,273
| +48% | +$1.38M | 1.1% | 25 |
|
|
2022
Q4 | $2.79M | Buy |
15,217
+2,927
| +24% | +$537K | 1.14% | 22 |
|
|
2022
Q3 | $2.1M | Buy |
+12,290
| New | +$2.1M | 0.93% | 26 |
|