J.P. Morgan Private Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19.2M | Sell |
98,813
-12,052
| -11% | -$2.35M | 0.06% | 279 |
|
|
2023
Q2 | $22.8M | Sell |
110,865
-338,413
| -75% | -$69.6M | 0.12% | 151 |
|
|
2023
Q1 | $87.6M | Sell |
449,278
-7,800
| -2% | -$1.52M | 0.19% | 119 |
|
|
2022
Q4 | $82.2M | Sell |
457,078
-7,198
| -2% | -$1.29M | 0.18% | 120 |
|
|
2022
Q3 | $79.2M | Buy |
464,276
+27,583
| +6% | +$4.7M | 0.21% | 116 |
|
|
2022
Q2 | $76.6M | Buy |
436,693
+7,498
| +2% | +$1.31M | 0.2% | 122 |
|
|
2022
Q1 | $95.6M | Buy |
429,195
+14,668
| +4% | +$3.27M | 0.21% | 117 |
|
|
2021
Q4 | $106M | Sell |
414,527
-8,382
| -2% | -$2.13M | 0.23% | 103 |
|
|
2021
Q3 | $99.9M | Buy |
422,909
+11,123
| +3% | +$2.63M | 0.24% | 96 |
|
|
2021
Q2 | $97.3M | Buy |
411,786
+27,806
| +7% | +$6.57M | 0.25% | 96 |
|
|
2021
Q1 | $82.4M | Sell |
383,980
-26,474
| -6% | -$5.68M | 0.27% | 97 |
|
|
2020
Q4 | $87M | Sell |
410,454
-7,414
| -2% | -$1.57M | 0.28% | 83 |
|
|
2020
Q3 | $75.3M | Sell |
417,868
-391
| -0.1% | -$70.4K | 0.29% | 83 |
|
|
2020
Q2 | $69M | Sell |
418,259
-5,692
| -1% | -$940K | 0.32% | 82 |
|
|
2020
Q1 | $53.7M | Buy |
423,951
+29,043
| +7% | +$3.68M | 0.3% | 87 |
|
|
2019
Q4 | $62.7M | Buy |
394,908
+1,488
| +0.4% | +$236K | 0.28% | 93 |
|
|
2019
Q3 | $58.3M | Buy |
393,420
+15,517
| +4% | +$2.3M | 0.3% | 83 |
|
|
2019
Q2 | $56.4M | Buy |
377,903
+9,832
| +3% | +$1.47M | 0.31% | 83 |
|
|
2019
Q1 | $52.5M | Buy |
368,071
+36,295
| +11% | +$5.18M | 0.27% | 94 |
|
|
2018
Q4 | $39.7M | Sell |
331,776
-80,553
| -20% | -$9.64M | 0.24% | 100 |
|
|
2018
Q3 | $58.8M | Buy |
412,329
+111,574
| +37% | +$15.9M | 0.29% | 87 |
|
|
2018
Q2 | $40.4M | Buy |
300,755
+28,788
| +11% | +$3.87M | 0.23% | 103 |
|
|
2018
Q1 | $35.3M | Buy |
271,967
+30,107
| +12% | +$3.9M | 0.24% | 101 |
|
|
2017
Q4 | $30.9M | Buy |
241,860
+17,817
| +8% | +$2.28M | 0.2% | 120 |
|
|
2017
Q3 | $27.3M | Buy |
224,043
+16,415
| +8% | +$2M | 0.2% | 123 |
|
|
2017
Q2 | $24.4M | Buy |
207,628
+20,647
| +11% | +$2.43M | 0.19% | 132 |
|
|
2017
Q1 | $21.1M | Buy |
186,981
+165,869
| +786% | +$18.7M | 0.16% | 140 |
|
|
2016
Q4 | $2.23M | Buy |
21,112
+784
| +4% | +$82.8K | 0.02% | 425 |
|
|
2016
Q3 | $2.16M | Sell |
20,328
-196
| -1% | -$20.9K | 0.02% | 417 |
|
|
2016
Q2 | $2.09M | Sell |
20,524
-1,502
| -7% | -$153K | 0.02% | 433 |
|
|
2016
Q1 | $2.21M | Buy |
22,026
+17,094
| +347% | +$1.71M | 0.02% | 378 |
|
|
2015
Q4 | $492K | Buy |
4,932
+1,320
| +37% | +$132K | 0.01% | 692 |
|
|
2015
Q3 | $351K | Sell |
3,612
-345
| -9% | -$33.5K | ﹤0.01% | 737 |
|
|
2015
Q2 | $422K | Sell |
3,957
-115
| -3% | -$12.3K | ﹤0.01% | 734 |
|
|
2015
Q1 | $440K | Buy |
4,072
+2,054
| +102% | +$222K | 0.01% | 760 |
|
|
2014
Q4 | $205K | Buy |
+2,018
| New | +$205K | ﹤0.01% | 989 |
|
|
2014
Q2 | – | Sell |
-2,204
| Closed | -$204K | – | 921 |
|
|
2014
Q1 | $204K | Buy |
+2,204
| New | +$204K | ﹤0.01% | 806 |
|