JFS Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
|
|||||
|
2025
Q1 | $2.25M | Sell |
|
|||||
|
2024
Q4 | $2.64M | Buy |
|
|||||
|
2024
Q3 | $2.61M | Buy |
|
|||||
|
2024
Q2 | $117K | Hold |
|
|||||
|
2024
Q1 | $123K | Buy |
|
|||||
|
2023
Q4 | $114K | Sell |
|
|||||
|
2023
Q3 | $150K | Buy |
|
|||||
|
2023
Q2 | $145K | Buy |
|
|||||
|
2023
Q1 | $131K | Hold |
|
|||||
|
2022
Q4 | $127K | Buy |
|
|||||
|
2022
Q3 | $65K | Buy |
|
|||||
|
2022
Q2 | $55K | Sell |
|
|||||
|
2022
Q1 | $161K | Sell |
|
|||||
|
2021
Q4 | $178K | Buy |
|
|||||
|
2021
Q3 | $80K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $19K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $5K | Hold |
|
|||||
|
2018
Q3 | $6K | Hold |
|
|||||
|
2018
Q2 | $6K | Hold |
|
|||||
|
2018
Q1 | $5K | Buy |
|
|||||
|
2017
Q4 | $5K | Hold |
|
|||||
|
2017
Q3 | $5K | Hold |
|
|||||
|
2017
Q2 | $5K | Hold |
|
|||||
|
2017
Q1 | $5K | Hold |
|
|||||
|
2016
Q4 | $5K | Hold |
|
|||||
|
2016
Q3 | $4K | Hold |
|
|||||
|
2016
Q2 | $4K | Buy |
|
|||||
|
2016
Q1 | $3K | Hold |
|
|||||
|
2015
Q4 | $3K | Hold |
|
|||||
|
2015
Q3 | $3K | Buy |
|
|||||
|
2015
Q2 | $2K | Hold |
|
|||||
|
2015
Q1 | $2K | Hold |
|
|||||
|
2014
Q4 | $2K | Sell |
|
|||||
|
2014
Q3 | $18K | Sell |
|
|||||
|
2014
Q2 | $78K | Sell |
|
|||||
|
2014
Q1 | $641K | Sell |
|
|||||
|
2013
Q4 | $1.75M | Sell |
|
|||||
|
2013
Q3 | $1.68M | Sell |
|
|||||
|
2013
Q2 | $1.63M | Buy |
|