CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
1,173
-36
| -3% | -$10.3K | 0.12% | 106 |
|
|
2025
Q1 | $295K | Buy |
1,209
+36
| +3% | +$8.77K | 0.12% | 111 |
|
|
2024
Q4 | $325K | Hold |
1,173
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $308K | Hold |
1,173
| – | – | 0.12% | 115 |
|
|
2024
Q2 | $293K | Buy |
1,173
+5
| +0.4% | +$1.25K | 0.11% | 114 |
|
|
2024
Q1 | $280K | Buy |
1,168
+10
| +0.9% | +$2.4K | 0.12% | 110 |
|
|
2023
Q4 | $265K | Sell |
1,158
-100
| -8% | -$22.9K | 0.11% | 115 |
|
|
2023
Q3 | $249K | Buy |
1,258
+155
| +14% | +$30.7K | 0.12% | 111 |
|
|
2023
Q2 | $245K | Buy |
+1,103
| New | +$245K | 0.11% | 118 |
|