Jackson Grant Investment Advisers’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 | $388K | Hold |
1,363
| – | – | 0.14% | 81 |
|
|
2025
Q1 | $334K | Sell |
1,363
-166
| -11% | -$40.6K | 0.13% | 81 |
|
|
2024
Q4 | $388K | Buy |
1,529
+3
| +0.2% | +$761 | 0.15% | 73 |
|
|
2024
Q3 | $372K | Buy |
1,526
+2
| +0.1% | +$487 | 0.14% | 77 |
|
|
2024
Q2 | $350K | Buy |
1,524
+3
| +0.2% | +$689 | 0.14% | 77 |
|
|
2024
Q1 | $359K | Buy |
1,521
+2
| +0.1% | +$472 | 0.15% | 78 |
|
|
2023
Q4 | $334K | Buy |
1,519
+4
| +0.3% | +$878 | 0.15% | 79 |
|
|
2023
Q3 | $295K | Buy |
1,515
+2
| +0.1% | +$390 | 0.14% | 79 |
|
|
2023
Q2 | $311K | Buy |
1,513
+2
| +0.1% | +$412 | 0.14% | 79 |
|
|
2023
Q1 | $294K | Sell |
1,511
-29
| -2% | -$5.65K | 0.14% | 80 |
|
|
2022
Q4 | $277K | Buy |
1,540
+4
| +0.3% | +$719 | 0.13% | 80 |
|
|
2022
Q3 | $262K | Buy |
1,536
+3
| +0.2% | +$512 | 0.14% | 79 |
|
|
2022
Q2 | $269K | Buy |
1,533
+2
| +0.1% | +$351 | 0.13% | 82 |
|
|
2022
Q1 | $341K | Buy |
+1,531
| New | +$341K | 0.14% | 82 |
|
|
2021
Q4 | – | Sell |
-1,527
| Closed | -$361K | – | 331 |
|
|
2021
Q3 | $361K | Buy |
1,527
+1
| +0.1% | +$236 | 0.16% | 80 |
|
|
2021
Q2 | $361K | Buy |
1,526
+1
| +0.1% | +$237 | 0.16% | 78 |
|
|
2021
Q1 | $327K | Buy |
1,525
+1
| +0.1% | +$214 | 0.15% | 78 |
|
|
2020
Q4 | $323K | Buy |
1,524
+74
| +5% | +$15.7K | 0.16% | 70 |
|
|
2020
Q3 | $261K | Buy |
1,450
+5
| +0.3% | +$900 | 0.16% | 71 |
|
|
2020
Q2 | $238K | Hold |
1,445
| – | – | 0.15% | 72 |
|
|
2020
Q1 | $183K | Buy |
1,445
+4
| +0.3% | +$507 | 0.14% | 76 |
|
|
2019
Q4 | $229K | Buy |
1,441
+4
| +0.3% | +$636 | 0.12% | 81 |
|
|
2019
Q3 | $213K | Sell |
1,437
-86
| -6% | -$12.7K | 0.12% | 84 |
|
|
2019
Q2 | $227K | Buy |
1,523
+3
| +0.2% | +$447 | 0.13% | 80 |
|
|
2019
Q1 | $217K | Sell |
1,520
-111
| -7% | -$15.8K | 0.13% | 81 |
|
|
2018
Q4 | $195K | Buy |
1,631
+7
| +0.4% | +$837 | 0.14% | 80 |
|
|
2018
Q3 | $231K | Hold |
1,624
| – | – | 0.14% | 79 |
|
|
2018
Q2 | $218K | Buy |
1,624
+3
| +0.2% | +$403 | 0.15% | 78 |
|
|
2018
Q1 | $210K | Buy |
1,621
+2
| +0.1% | +$259 | 0.15% | 79 |
|
|
2017
Q4 | $207K | Buy |
1,619
+3
| +0.2% | +$384 | 0.14% | 80 |
|
|
2017
Q3 | $197K | Buy |
1,616
+4
| +0.2% | +$488 | 0.14% | 75 |
|
|
2017
Q2 | $190K | Buy |
1,612
+6
| +0.4% | +$707 | 0.15% | 71 |
|
|
2017
Q1 | $181K | Buy |
1,606
+4
| +0.2% | +$451 | 0.15% | 70 |
|
|
2016
Q4 | $169K | Buy |
1,602
+946
| +144% | +$99.8K | 0.14% | 70 |
|
|
2016
Q3 | $70K | Buy |
656
+2
| +0.3% | +$213 | 0.06% | 102 |
|
|
2016
Q2 | $67K | Buy |
654
+1
| +0.2% | +$102 | 0.06% | 96 |
|
|
2016
Q1 | $65K | Buy |
653
+3
| +0.5% | +$299 | 0.06% | 93 |
|
|
2015
Q4 | $65K | Buy |
+650
| New | +$65K | 0.06% | 94 |
|