JWM
JGP 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 | $423K | Buy |
1,784
+88
| +5% | +$20.9K | 0.05% | 143 |
|
|
2025
Q1 | $376K | Buy |
1,696
+140
| +9% | +$31K | 0.05% | 141 |
|
|
2024
Q4 | $374K | Buy |
1,556
+29
| +2% | +$6.97K | 0.05% | 144 |
|
|
2024
Q3 | $362K | Buy |
1,527
+229
| +18% | +$54.3K | 0.05% | 139 |
|
|
2024
Q2 | $283K | Sell |
1,298
-84
| -6% | -$18.3K | 0.04% | 149 |
|
|
2024
Q1 | $316K | Sell |
1,382
-104
| -7% | -$23.8K | 0.05% | 140 |
|
|
2023
Q4 | $317K | Buy |
1,486
+242
| +19% | +$51.6K | 0.05% | 141 |
|
|
2023
Q3 | $235K | Buy |
1,244
+32
| +3% | +$6.05K | 0.04% | 141 |
|
|
2023
Q2 | $241K | Buy |
1,212
+10
| +0.8% | +$1.99K | 0.04% | 142 |
|
|
2023
Q1 | $228K | Buy |
1,202
+47
| +4% | +$8.91K | 0.04% | 142 |
|
|
2022
Q4 | $212K | Buy |
+1,155
| New | +$212K | 0.04% | 141 |
|