Jackson Grant Investment Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
51,006
+213
| +0.4% | +$59.6K | 5.24% | 5 |
|
|
2025
Q1 | $13.1M | Sell |
50,793
-745
| -1% | -$193K | 5.08% | 5 |
|
|
2024
Q4 | $13.6M | Buy |
51,538
+1,626
| +3% | +$429K | 5.24% | 5 |
|
|
2024
Q3 | $13.2M | Buy |
49,912
+427
| +0.9% | +$113K | 4.92% | 5 |
|
|
2024
Q2 | $12M | Buy |
49,485
+210
| +0.4% | +$50.8K | 4.84% | 5 |
|
|
2024
Q1 | $12.3M | Sell |
49,275
-1,192
| -2% | -$298K | 5.04% | 5 |
|
|
2023
Q4 | $11.7M | Sell |
50,467
-344
| -0.7% | -$80K | 5.2% | 5 |
|
|
2023
Q3 | $10.6M | Buy |
50,811
+609
| +1% | +$127K | 5.1% | 5 |
|
|
2023
Q2 | $11.1M | Sell |
50,202
-5
| -0% | -$1.1K | 5.13% | 5 |
|
|
2023
Q1 | $10.6M | Sell |
50,207
-2,498
| -5% | -$527K | 4.98% | 5 |
|
|
2022
Q4 | $10.7M | Sell |
52,705
-865
| -2% | -$176K | 5.19% | 5 |
|
|
2022
Q3 | $10.1M | Buy |
53,570
+182
| +0.3% | +$34.2K | 5.27% | 5 |
|
|
2022
Q2 | $10.5M | Sell |
53,388
-59
| -0.1% | -$11.6K | 5.21% | 5 |
|
|
2022
Q1 | $12.7M | Buy |
+53,447
| New | +$12.7M | 5.35% | 5 |
|
|
2021
Q4 | – | Sell |
-52,215
| Closed | -$12.4M | – | 327 |
|
|
2021
Q3 | $12.4M | Sell |
52,215
-807
| -2% | -$191K | 5.51% | 5 |
|
|
2021
Q2 | $12.6M | Sell |
53,022
-869
| -2% | -$206K | 5.53% | 5 |
|
|
2021
Q1 | $11.9M | Buy |
53,891
+611
| +1% | +$135K | 5.49% | 5 |
|
|
2020
Q4 | $11M | Buy |
53,280
+668
| +1% | +$138K | 5.62% | 5 |
|
|
2020
Q3 | $9.27M | Buy |
52,612
+368
| +0.7% | +$64.9K | 5.58% | 5 |
|
|
2020
Q2 | $8.56M | Sell |
52,244
-8
| -0% | -$1.31K | 5.45% | 5 |
|
|
2020
Q1 | $6.88M | Sell |
52,252
-543
| -1% | -$71.5K | 5.07% | 5 |
|
|
2019
Q4 | $9.41M | Sell |
52,795
-1,213
| -2% | -$216K | 5.09% | 5 |
|
|
2019
Q3 | $9.05M | Sell |
54,008
-554
| -1% | -$92.9K | 5.14% | 5 |
|
|
2019
Q2 | $9.12M | Sell |
54,562
-1,425
| -3% | -$238K | 5.32% | 5 |
|
|
2019
Q1 | $9M | Buy |
55,987
+1,628
| +3% | +$262K | 5.4% | 5 |
|
|
2018
Q4 | $7.51M | Sell |
54,359
-928
| -2% | -$128K | 5.28% | 5 |
|
|
2018
Q3 | $9.08M | Buy |
55,287
+2,505
| +5% | +$411K | 5.69% | 4 |
|
|
2018
Q2 | $8.32M | Sell |
52,782
-261
| -0.5% | -$41.1K | 5.72% | 4 |
|
|
2018
Q1 | $8.18M | Sell |
53,043
-289
| -0.5% | -$44.6K | 5.72% | 4 |
|
|
2017
Q4 | $8.26M | Buy |
53,332
+87
| +0.2% | +$13.5K | 5.58% | 4 |
|
|
2017
Q3 | $7.83M | Buy |
53,245
+393
| +0.7% | +$57.8K | 5.66% | 4 |
|
|
2017
Q2 | $7.53M | Buy |
52,852
+401
| +0.8% | +$57.1K | 5.84% | 4 |
|
|
2017
Q1 | $7.3M | Buy |
52,451
+2,437
| +5% | +$339K | 5.86% | 4 |
|
|
2016
Q4 | $6.58M | Sell |
50,014
-561
| -1% | -$73.8K | 5.6% | 4 |
|
|
2016
Q3 | $6.55M | Buy |
50,575
+23
| +0% | +$2.98K | 5.41% | 5 |
|
|
2016
Q2 | $6.25M | Buy |
50,552
+268
| +0.5% | +$33.1K | 5.51% | 6 |
|
|
2016
Q1 | $6.1M | Sell |
50,284
-6,341
| -11% | -$769K | 5.57% | 4 |
|
|
2015
Q4 | $6.78M | Buy |
+56,625
| New | +$6.78M | 6.45% | 3 |
|