P.J. Schmidt Investment Management (PJS)’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $217K | Sell |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $422K | Buy |
|
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $295K | Buy |
|