JMG Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.4M | Sell |
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|
2025
Q2 | $77.6M | Buy |
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|
2025
Q1 | $53.3M | Buy |
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|
2024
Q4 | $55.8M | Sell |
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|
2024
Q3 | $57M | Sell |
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|
2024
Q2 | $52.4M | Buy |
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|
2024
Q1 | $54.8M | Sell |
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|
2023
Q4 | $51.7M | Buy |
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|
2023
Q3 | $29.6M | Buy |
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|
2023
Q2 | $29.7M | Buy |
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|
2023
Q1 | $22.7M | Sell |
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|
2022
Q4 | $28.9M | Buy |
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|
2022
Q3 | $23.6M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $218K | Sell |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $326K | Sell |
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|
2016
Q4 | $432K | Sell |
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|
2016
Q3 | $468K | Sell |
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|
2016
Q2 | $449K | Sell |
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|
2016
Q1 | $561K | Sell |
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|
2015
Q4 | $774K | Sell |
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|
2015
Q3 | $949K | Buy |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.15M | Buy |
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