JJBC
James J. Burns & Company’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
47,629
+1,152
| +2% | +$322K | 2.17% | 12 |
|
|
2025
Q1 | $12M | Buy |
46,477
+2,651
| +6% | +$686K | 2.15% | 12 |
|
|
2024
Q4 | $11.6M | Buy |
43,826
+2,650
| +6% | +$700K | 2.01% | 10 |
|
|
2024
Q3 | $10.9M | Buy |
41,176
+3,939
| +11% | +$1.04M | 1.97% | 10 |
|
|
2024
Q2 | $9.02M | Buy |
37,237
+15,695
| +73% | +$3.8M | 1.77% | 10 |
|
|
2024
Q1 | $5.3M | Sell |
21,542
-8,542
| -28% | -$2.1M | 1.85% | 10 |
|
|
2023
Q4 | $7M | Buy |
30,084
+958
| +3% | +$223K | 1.67% | 11 |
|
|
2023
Q3 | $6.06M | Buy |
29,126
+2,335
| +9% | +$486K | 1.63% | 13 |
|
|
2023
Q2 | $5.9M | Buy |
26,791
+1,729
| +7% | +$381K | 1.5% | 14 |
|
|
2023
Q1 | $5.29M | Buy |
25,062
+8,094
| +48% | +$1.71M | 1.36% | 20 |
|
|
2022
Q4 | $3.46M | Buy |
16,968
+1,388
| +9% | +$283K | 1.41% | 17 |
|
|
2022
Q3 | $2.93M | Buy |
+15,580
| New | +$2.93M | 1.3% | 19 |
|