JJBC
James J. Burns & Company’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Sell |
518,733
-10,808
| -2% | -$3.08M | 24.14% | 1 |
|
|
2025
Q1 | $136M | Sell |
529,541
-9,941
| -2% | -$2.56M | 24.38% | 1 |
|
|
2024
Q4 | $145M | Sell |
539,482
-12,664
| -2% | -$3.42M | 25.3% | 1 |
|
|
2024
Q3 | $145M | Sell |
552,146
-12,071
| -2% | -$3.18M | 26.3% | 1 |
|
|
2024
Q2 | $141M | Buy |
564,217
+161,713
| +40% | +$40.4M | 27.7% | 1 |
|
|
2024
Q1 | $95.9M | Sell |
402,504
-152,186
| -27% | -$36.2M | 33.48% | 1 |
|
|
2023
Q4 | $121M | Buy |
554,690
+130,279
| +31% | +$28.4M | 28.82% | 1 |
|
|
2023
Q3 | $83.1M | Buy |
424,411
+9,176
| +2% | +$1.8M | 22.31% | 1 |
|
|
2023
Q2 | $84.2M | Buy |
415,235
+10,605
| +3% | +$2.15M | 21.35% | 1 |
|
|
2023
Q1 | $75.6M | Buy |
404,630
+98,203
| +32% | +$18.3M | 19.49% | 1 |
|
|
2022
Q4 | $53.4M | Buy |
306,427
+12,174
| +4% | +$2.12M | 21.81% | 1 |
|
|
2022
Q3 | $48.1M | Buy |
+294,253
| New | +$48.1M | 21.38% | 1 |
|