JWM
Jeppson Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
6,315
+482
| +8% | +$114K | 0.52% | 49 |
|
|
2025
Q1 | $1.29M | Buy |
5,833
+471
| +9% | +$104K | 0.47% | 54 |
|
|
2024
Q4 | $1.29M | Sell |
5,362
-2
| -0% | -$481 | 0.47% | 56 |
|
|
2024
Q3 | $1.27M | Hold |
5,364
| – | – | 0.46% | 60 |
|
|
2024
Q2 | $1.17M | Sell |
5,364
-43
| -0.8% | -$9.38K | 0.45% | 60 |
|
|
2024
Q1 | $1.24M | Sell |
5,407
-2
| -0% | -$457 | 0.48% | 59 |
|
|
2023
Q4 | $1.15M | Buy |
5,409
+1,124
| +26% | +$240K | 0.48% | 60 |
|
|
2023
Q3 | $810K | Sell |
4,285
-17
| -0.4% | -$3.21K | 0.37% | 72 |
|
|
2023
Q2 | $856K | Sell |
4,302
-254
| -6% | -$50.5K | 0.37% | 71 |
|
|
2023
Q1 | $864K | Buy |
4,556
+94
| +2% | +$17.8K | 0.38% | 67 |
|
|
2022
Q4 | $819K | Buy |
4,462
+764
| +21% | +$140K | 0.34% | 68 |
|
|
2022
Q3 | $632K | Buy |
3,698
+1,497
| +68% | +$256K | 0.29% | 82 |
|
|
2022
Q2 | $388K | Sell |
2,201
-665
| -23% | -$117K | 0.17% | 115 |
|
|
2022
Q1 | $609K | Buy |
2,866
+1,614
| +129% | +$343K | 0.28% | 81 |
|
|
2021
Q4 | $283K | Sell |
1,252
-70
| -5% | -$15.8K | 0.14% | 127 |
|
|
2021
Q3 | $289K | Hold |
1,322
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $297K | Sell |
1,322
-25
| -2% | -$5.62K | 0.16% | 113 |
|
|
2021
Q1 | $288K | Sell |
1,347
-25
| -2% | -$5.35K | 0.17% | 108 |
|
|
2020
Q4 | $267K | Hold |
1,372
| – | – | 0.18% | 109 |
|
|
2020
Q3 | $211K | Buy |
+1,372
| New | +$211K | 0.17% | 110 |
|