JSW
Journey Strategic Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
1,597
-354
| -18% | -$83.9K | 0.01% | 360 |
|
|
2025
Q1 | $433K | Buy |
1,951
+211
| +12% | +$46.8K | 0.02% | 256 |
|
|
2024
Q4 | $418K | Sell |
1,740
-18
| -1% | -$4.33K | 0.02% | 257 |
|
|
2024
Q3 | $417K | Buy |
1,758
+235
| +15% | +$55.7K | 0.02% | 256 |
|
|
2024
Q2 | $332K | Buy |
1,523
+35
| +2% | +$7.63K | 0.01% | 225 |
|
|
2024
Q1 | $340K | Sell |
1,488
-97
| -6% | -$22.2K | 0.02% | 168 |
|
|
2023
Q4 | $338K | Sell |
1,585
-879
| -36% | -$188K | 0.02% | 124 |
|
|
2023
Q3 | $466K | Sell |
2,464
-35
| -1% | -$6.62K | 0.02% | 86 |
|
|
2023
Q2 | $497K | Sell |
2,499
-409
| -14% | -$81.3K | 0.02% | 90 |
|
|
2023
Q1 | $551K | Buy |
2,908
+1
| +0% | +$190 | 0.06% | 95 |
|
|
2022
Q4 | $534K | Buy |
+2,907
| New | +$534K | 0.06% | 93 |
|