JPWM
Jamison Private Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,349
-142
| -10% | -$39.3K | 0.05% | 165 |
|
|
2025
Q1 | $375K | Buy |
1,491
+61
| +4% | +$15.4K | 0.06% | 160 |
|
|
2024
Q4 | $400K | Buy |
1,430
+126
| +10% | +$35.3K | 0.06% | 157 |
|
|
2024
Q3 | $349K | Buy |
1,304
+261
| +25% | +$69.8K | 0.05% | 152 |
|
|
2024
Q2 | $261K | Buy |
1,043
+38
| +4% | +$9.5K | 0.04% | 160 |
|
|
2024
Q1 | $262K | Buy |
1,005
+81
| +9% | +$21.1K | 0.04% | 160 |
|
|
2023
Q4 | $223K | Buy |
924
+263
| +40% | +$63.6K | 0.04% | 160 |
|
|
2023
Q3 | $142K | Buy |
+661
| New | +$142K | 0.03% | 178 |
|