JRFS
James Reed Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,844
| Closed | -$4.62M | – | 19 |
|
|
2025
Q1 | $4.62M | Sell |
20,844
-229
| -1% | -$50.8K | 5.15% | 5 |
|
|
2024
Q4 | $5.06M | Buy |
+21,073
| New | +$5.06M | 5.28% | 5 |
|
|
2022
Q3 | $3.35M | Sell |
19,596
-364
| -2% | -$62.2K | 5.01% | 5 |
|
|
2022
Q2 | $3.52M | Sell |
19,960
-80
| -0.4% | -$14.1K | 4.87% | 5 |
|
|
2022
Q1 | $4.26M | Sell |
20,040
-542
| -3% | -$115K | 4.86% | 5 |
|
|
2021
Q4 | $4.65M | Buy |
+20,582
| New | +$4.65M | 4.42% | 6 |
|