JWM
Jeppson 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 | $355K | Hold |
1,282
| – | – | 0.12% | 147 |
|
|
2025
Q1 | $323K | Buy |
1,282
+1
| +0.1% | +$252 | 0.12% | 149 |
|
|
2024
Q4 | $359K | Sell |
1,281
-38
| -3% | -$10.6K | 0.13% | 139 |
|
|
2024
Q3 | $353K | Buy |
1,319
+3
| +0.2% | +$802 | 0.13% | 149 |
|
|
2024
Q2 | $329K | Sell |
1,316
-4
| -0.3% | -$1K | 0.13% | 150 |
|
|
2024
Q1 | $344K | Buy |
1,320
+2
| +0.2% | +$521 | 0.13% | 151 |
|
|
2023
Q4 | $319K | Sell |
1,318
-292
| -18% | -$70.6K | 0.13% | 150 |
|
|
2023
Q3 | $345K | Buy |
1,610
+2
| +0.1% | +$428 | 0.16% | 132 |
|
|
2023
Q2 | $369K | Buy |
1,608
+3
| +0.2% | +$689 | 0.16% | 128 |
|
|
2023
Q1 | $347K | Buy |
1,605
+2
| +0.1% | +$433 | 0.15% | 132 |
|
|
2022
Q4 | $321K | Buy |
1,603
+3
| +0.2% | +$602 | 0.14% | 143 |
|
|
2022
Q3 | $312K | Buy |
1,600
+3
| +0.2% | +$585 | 0.14% | 133 |
|
|
2022
Q2 | $315K | Buy |
1,597
+2
| +0.1% | +$394 | 0.14% | 136 |
|
|
2022
Q1 | $395K | Hold |
1,595
| – | – | 0.18% | 110 |
|
|
2021
Q4 | $450K | Sell |
1,595
-8
| -0.5% | -$2.26K | 0.22% | 95 |
|
|
2021
Q3 | $449K | Buy |
1,603
+1
| +0.1% | +$280 | 0.23% | 93 |
|
|
2021
Q2 | $464K | Buy |
1,602
+5
| +0.3% | +$1.45K | 0.25% | 88 |
|
|
2021
Q1 | $438K | Buy |
1,597
+1
| +0.1% | +$274 | 0.26% | 88 |
|
|
2020
Q4 | $427K | Buy |
1,596
+5
| +0.3% | +$1.34K | 0.28% | 83 |
|
|
2020
Q3 | $342K | Buy |
+1,591
| New | +$342K | 0.27% | 86 |
|