JDM Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
45,621
+1,447
| +3% | +$343K | 5.1% | 7 |
|
|
2025
Q1 | $9.8M | Buy |
44,174
+1,408
| +3% | +$312K | 4.97% | 7 |
|
|
2024
Q4 | $10.3M | Buy |
42,766
+238
| +0.6% | +$57.2K | 5.34% | 7 |
|
|
2024
Q3 | $10.1M | Buy |
42,528
+4,193
| +11% | +$995K | 5.48% | 7 |
|
|
2024
Q2 | $8.36M | Buy |
38,335
+2,672
| +7% | +$583K | 5.65% | 5 |
|
|
2024
Q1 | $8.15M | Buy |
35,663
+3,188
| +10% | +$729K | 5.94% | 5 |
|
|
2023
Q4 | $6.93M | Buy |
32,475
+166
| +0.5% | +$35.4K | 5.75% | 5 |
|
|
2023
Q3 | $6.11M | Sell |
32,309
-354
| -1% | -$66.9K | 5.63% | 5 |
|
|
2023
Q2 | $6.5M | Buy |
32,663
+401
| +1% | +$79.8K | 5.64% | 5 |
|
|
2023
Q1 | $6.12M | Sell |
32,262
-1,045
| -3% | -$198K | 5.63% | 5 |
|
|
2022
Q4 | $6.11M | Buy |
+33,307
| New | +$6.11M | 5.85% | 5 |
|