JPWM
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Jamison Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Jamison Private Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-69
Closed -$16.4K – 460
2024
Q3 		$16.4K Hold
69
– – ﹤0.01% 315
2024
Q2 		$15K Buy
+69
New +$15K ﹤0.01% 304