JGP Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $212K | Buy |
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