Glass Jacobson Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
557
-411
| -42% | -$117K | 0.06% | 191 |
|
|
2025
Q1 | $246K | Hold |
968
| – | – | 0.08% | 210 |
|
|
2024
Q4 | $246K | Buy |
968
+367
| +61% | +$93.1K | 0.08% | 210 |
|
|
2024
Q3 | $146K | Hold |
601
| – | – | 0.05% | 246 |
|
|
2024
Q2 | $138K | Hold |
601
| – | – | 0.05% | 239 |
|
|
2024
Q1 | $142K | Hold |
601
| – | – | 0.05% | 240 |
|
|
2023
Q4 | $132K | Buy |
601
+1
| +0.2% | +$219 | 0.05% | 243 |
|
|
2023
Q3 | $117K | Hold |
600
| – | – | 0.05% | 243 |
|
|
2023
Q2 | $124K | Buy |
+600
| New | +$124K | 0.06% | 237 |
|
|
2022
Q4 | $44.9K | Buy |
+250
| New | +$44.9K | 0.02% | 354 |
|