VPIM
JBGS
Vanguard Personalized Indexing Management’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,266
| Closed | -$165K | – | 1993 |
|
|
2025
Q1 | $165K | Sell |
10,266
-267
| -3% | -$4.3K | ﹤0.01% | 1547 |
|
|
2024
Q4 | $162K | Buy |
+10,533
| New | +$162K | ﹤0.01% | 1556 |
|
|
2024
Q2 | – | Sell |
-14,232
| Closed | -$228K | – | 1721 |
|
|
2024
Q1 | $228K | Buy |
14,232
+314
| +2% | +$5.04K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $237K | Sell |
13,918
-37,431
| -73% | -$637K | 0.01% | 1338 |
|
|
2023
Q3 | $743K | Sell |
51,349
-2,083
| -4% | -$30.1K | 0.02% | 711 |
|
|
2023
Q2 | $804K | Buy |
53,432
+21,641
| +68% | +$325K | 0.02% | 671 |
|
|
2023
Q1 | $479K | Buy |
+31,791
| New | +$479K | 0.02% | 898 |
|