Jackson Grant Investment Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.8M | Buy |
206,656
+2,624
| +1% | +$195K | 4.95% | 5 |
|
|
2025
Q4 | $14.8M | Sell |
204,032
-668
| -0.3% | -$48.6K | 4.87% | 5 |
|
|
2025
Q3 | $15M | Buy |
204,700
+676
| +0.3% | +$48.5K | 5.02% | 5 |
|
|
2025
Q2 | $14.3M | Buy |
204,024
+852
| +0.4% | +$55.9K | 5.24% | 5 |
|
|
2025
Q1 | $13.1M | Sell |
203,172
-2,980
| -1% | -$200K | 5.08% | 5 |
|
|
2024
Q4 | $13.6M | Buy |
206,152
+6,504
| +3% | +$442K | 5.24% | 5 |
|
|
2024
Q3 | $13.2M | Buy |
199,648
+1,708
| +0.9% | +$107K | 4.92% | 5 |
|
|
2024
Q2 | $12M | Buy |
197,940
+840
| +0.4% | +$51K | 4.84% | 5 |
|
|
2024
Q1 | $12.3M | Sell |
197,100
-4,768
| -2% | -$282K | 5.04% | 5 |
|
|
2023
Q4 | $11.7M | Sell |
201,868
-1,376
| -0.7% | -$73.5K | 5.2% | 5 |
|
|
2023
Q3 | $10.6M | Buy |
203,244
+2,436
| +1% | +$134K | 5.1% | 5 |
|
|
2023
Q2 | $11.1M | Sell |
200,808
-20
| -0% | -$1.05K | 5.13% | 5 |
|
|
2023
Q1 | $10.6M | Sell |
200,828
-9,992
| -5% | -$532K | 4.98% | 5 |
|
|
2022
Q4 | $10.7M | Sell |
210,820
-3,460
| -2% | -$176K | 5.19% | 5 |
|
|
2022
Q3 | $10.1M | Buy |
214,280
+728
| +0.3% | +$38K | 5.27% | 5 |
|
|
2022
Q2 | $10.5M | Sell |
213,552
-236
| -0.1% | -$12.8K | 5.21% | 5 |
|
|
2022
Q1 | $12.7M | Buy |
+213,788
| New | +$12.5M | 5.35% | 5 |
|
|
2021
Q4 | – | Sell |
-208,860
| Closed | -$12.4M | – | 327 |
|
|
2021
Q3 | $12.4M | Sell |
208,860
-3,228
| -2% | -$195K | 5.51% | 5 |
|
|
2021
Q2 | $12.6M | Sell |
212,088
-3,476
| -2% | -$201K | 5.53% | 5 |
|
|
2021
Q1 | $11.9M | Buy |
215,564
+2,444
| +1% | +$133K | 5.49% | 5 |
|
|
2020
Q4 | $11M | Buy |
213,120
+2,672
| +1% | +$129K | 5.62% | 5 |
|
|
2020
Q3 | $9.27M | Buy |
210,448
+1,472
| +0.7% | +$64.1K | 5.58% | 5 |
|
|
2020
Q2 | $8.56M | Sell |
208,976
-32
| -0% | -$1.23K | 5.45% | 5 |
|
|
2020
Q1 | $6.88M | Sell |
209,008
-2,172
| -1% | -$89.9K | 5.07% | 5 |
|
|
2019
Q4 | $9.41M | Sell |
211,180
-4,852
| -2% | -$208K | 5.09% | 5 |
|
|
2019
Q3 | $9.05M | Sell |
216,032
-2,216
| -1% | -$92.6K | 5.14% | 5 |
|
|
2019
Q2 | $9.12M | Sell |
218,248
-5,700
| -3% | -$233K | 5.32% | 5 |
|
|
2019
Q1 | $9M | Buy |
223,948
+6,512
| +3% | +$250K | 5.4% | 5 |
|
|
2018
Q4 | $7.51M | Sell |
217,436
-3,712
| -2% | -$139K | 5.28% | 5 |
|
|
2018
Q3 | $9.08M | Buy |
221,148
+10,020
| +5% | +$409K | 5.69% | 4 |
|
|
2018
Q2 | $8.32M | Sell |
211,128
-1,044
| -0.5% | -$41K | 5.72% | 4 |
|
|
2018
Q1 | $8.18M | Sell |
212,172
-1,156
| -0.5% | -$45.5K | 5.72% | 4 |
|
|
2017
Q4 | $8.26M | Buy |
213,328
+348
| +0.2% | +$13.1K | 5.58% | 4 |
|
|
2017
Q3 | $7.83M | Buy |
212,980
+1,572
| +0.7% | +$56.7K | 5.66% | 4 |
|
|
2017
Q2 | $7.53M | Buy |
211,408
+1,604
| +0.8% | +$56.7K | 5.84% | 4 |
|
|
2017
Q1 | $7.3M | Buy |
209,804
+9,748
| +5% | +$335K | 5.86% | 4 |
|
|
2016
Q4 | $6.58M | Sell |
200,056
-2,244
| -1% | -$72.6K | 5.6% | 4 |
|
|
2016
Q3 | $6.55M | Buy |
202,300
+92
| +0% | +$2.95K | 5.41% | 5 |
|
|
2016
Q2 | $6.25M | Buy |
202,208
+1,072
| +0.5% | +$32.8K | 5.51% | 6 |
|
|
2016
Q1 | $6.1M | Sell |
201,136
-25,364
| -11% | -$717K | 5.57% | 4 |
|
|
2015
Q4 | $6.78M | Buy |
+226,500
| New | +$6.91M | 6.45% | 3 |
|
Other funds holding VO
