JAG
Journey Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
2,110
-25
| -1% | -$5.92K | 0.04% | 198 |
|
|
2025
Q1 | $473K | Sell |
2,135
-3,290
| -61% | -$729K | 0.04% | 194 |
|
|
2024
Q4 | $1.18M | Hold |
5,425
| – | – | 0.14% | 103 |
|
|
2024
Q3 | $1.18M | Hold |
5,425
| – | – | 0.14% | 103 |
|
|
2024
Q2 | $1.18M | Sell |
5,425
-3,244
| -37% | -$707K | 0.14% | 103 |
|
|
2024
Q1 | $1.98M | Sell |
8,669
-432
| -5% | -$98.8K | 0.24% | 86 |
|
|
2023
Q4 | $1.94M | Sell |
9,101
-78
| -0.8% | -$16.6K | 0.26% | 84 |
|
|
2023
Q3 | $1.74M | Sell |
9,179
-24
| -0.3% | -$4.54K | 0.26% | 85 |
|
|
2023
Q2 | $1.83M | Sell |
9,203
-4,539
| -33% | -$903K | 0.27% | 85 |
|
|
2023
Q1 | $2.61M | Buy |
13,742
+8,701
| +173% | +$1.65M | 0.41% | 72 |
|
|
2022
Q4 | $925K | Sell |
5,041
-1,532
| -23% | -$281K | 0.23% | 94 |
|
|
2022
Q3 | $1.12M | Sell |
6,573
-373
| -5% | -$63.7K | 0.29% | 77 |
|
|
2022
Q2 | $1.35M | Buy |
6,946
+944
| +16% | +$184K | 0.31% | 73 |
|
|
2022
Q1 | $1.28M | Sell |
6,002
-30
| -0.5% | -$6.37K | 0.32% | 73 |
|
|
2021
Q4 | $1.36M | Buy |
6,032
+143
| +2% | +$32.3K | 0.38% | 59 |
|
|
2021
Q3 | $1.29M | Sell |
5,889
-83
| -1% | -$18.2K | 0.42% | 60 |
|
|
2021
Q2 | $1.35M | Sell |
5,972
-126
| -2% | -$28.4K | 0.43% | 61 |
|
|
2021
Q1 | $1.31M | Buy |
6,098
+384
| +7% | +$82.2K | 0.46% | 61 |
|
|
2020
Q4 | $1.11M | Buy |
+5,714
| New | +$1.11M | 0.42% | 61 |
|