GJIA
Glass Jacobson Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
10,660
-941
| -8% | -$263K | 1.15% | 21 |
|
|
2025
Q1 | $3.06M | Hold |
11,601
| – | – | 1.01% | 23 |
|
|
2024
Q4 | $3.06M | Sell |
11,601
-6,793
| -37% | -$1.79M | 1.01% | 23 |
|
|
2024
Q3 | $4.85M | Sell |
18,394
-1,847
| -9% | -$487K | 1.61% | 5 |
|
|
2024
Q2 | $4.9M | Buy |
20,241
+657
| +3% | +$159K | 1.79% | 5 |
|
|
2024
Q1 | $4.89M | Buy |
19,584
+914
| +5% | +$228K | 1.84% | 5 |
|
|
2023
Q4 | $4.34M | Buy |
18,670
+1,514
| +9% | +$352K | 1.77% | 4 |
|
|
2023
Q3 | $3.57M | Buy |
17,156
+697
| +4% | +$145K | 1.64% | 4 |
|
|
2023
Q2 | $3.62M | Buy |
+16,459
| New | +$3.62M | 1.66% | 6 |
|
|
2022
Q4 | $3.11M | Buy |
+15,249
| New | +$3.11M | 1.54% | 5 |
|