PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,624
-280
| -15% | -$66.4K | 0.07% | 149 |
|
|
2025
Q1 | $422K | Buy |
1,904
+400
| +27% | +$88.7K | 0.08% | 121 |
|
|
2024
Q4 | $361K | Sell |
1,504
-7
| -0.5% | -$1.68K | 0.06% | 138 |
|
|
2024
Q3 | $358K | Buy |
1,511
+13
| +0.9% | +$3.08K | 0.06% | 143 |
|
|
2024
Q2 | $327K | Hold |
1,498
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $342K | Buy |
1,498
+88
| +6% | +$20.1K | 0.06% | 143 |
|
|
2023
Q4 | $296K | Buy |
1,410
+197
| +16% | +$41.4K | 0.06% | 144 |
|
|
2023
Q3 | $221K | Hold |
1,213
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $250K | Buy |
1,213
+100
| +9% | +$20.6K | 0.05% | 152 |
|
|
2023
Q1 | $206K | Hold |
1,113
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $204K | Buy |
+1,113
| New | +$204K | 0.05% | 167 |
|
|
2022
Q3 | – | Sell |
-1,131
| Closed | -$222K | – | 179 |
|
|
2022
Q2 | $222K | Sell |
1,131
-228
| -17% | -$44.8K | 0.05% | 162 |
|
|
2022
Q1 | $265K | Sell |
1,359
-240
| -15% | -$46.8K | 0.06% | 158 |
|
|
2021
Q4 | $333K | Buy |
1,599
+81
| +5% | +$16.9K | 0.07% | 147 |
|
|
2021
Q3 | $349K | Buy |
1,518
+115
| +8% | +$26.4K | 0.07% | 140 |
|
|
2021
Q2 | $309K | Buy |
1,403
+95
| +7% | +$20.9K | 0.06% | 146 |
|
|
2021
Q1 | $295K | Buy |
+1,308
| New | +$295K | 0.06% | 141 |
|