Jay A. Fishman Ltd’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 | $553K | Sell |
7,708
-100
| -1% | -$7.43K | 0.05% | 62 |
|
|
2025
Q4 | $567K | Sell |
7,808
-52
| -0.7% | -$3.78K | 0.05% | 63 |
|
|
2025
Q3 | $577K | Sell |
7,860
-1,500
| -16% | -$108K | 0.05% | 60 |
|
|
2025
Q2 | $655K | Sell |
9,360
-200
| -2% | -$13.1K | 0.06% | 53 |
|
|
2025
Q1 | $618K | Sell |
9,560
-2,100
| -18% | -$141K | 0.07% | 57 |
|
|
2024
Q4 | $770K | Sell |
11,660
-808
| -6% | -$54.9K | 0.07% | 53 |
|
|
2024
Q3 | $822K | Sell |
12,468
-2,060
| -14% | -$129K | 0.08% | 53 |
|
|
2024
Q2 | $879K | Sell |
14,528
-2,200
| -13% | -$134K | 0.09% | 46 |
|
|
2024
Q1 | $1.04M | Sell |
16,728
-400
| -2% | -$23.6K | 0.12% | 46 |
|
|
2023
Q4 | $996K | Sell |
17,128
-8,240
| -32% | -$440K | 0.11% | 43 |
|
|
2023
Q3 | $1.32M | Sell |
25,368
-1,200
| -5% | -$65.8K | 0.17% | 41 |
|
|
2023
Q2 | $1.46M | Sell |
26,568
-14,800
| -36% | -$776K | 0.18% | 40 |
|
|
2023
Q1 | $2.18M | Sell |
41,368
-200
| -0.5% | -$10.6K | 0.28% | 35 |
|
|
2022
Q4 | $2.12M | Buy |
41,568
+292
| +0.7% | +$14.9K | 0.3% | 33 |
|
|
2022
Q3 | $1.94M | Sell |
41,276
-160
| -0.4% | -$8.36K | 0.28% | 33 |
|
|
2022
Q2 | $2.04M | Sell |
41,436
-400
| -1% | -$21.6K | 0.28% | 34 |
|
|
2022
Q1 | $2.49M | Sell |
41,836
-200
| -0.5% | -$11.7K | 0.27% | 36 |
|
|
2021
Q4 | $2.68M | Buy |
42,036
+100
| +0.2% | +$6.27K | 0.29% | 37 |
|
|
2021
Q3 | $2.48M | Sell |
41,936
-1,000
| -2% | -$60.4K | 0.31% | 37 |
|
|
2021
Q2 | $2.55M | Buy |
42,936
+100
| +0.2% | +$5.8K | 0.31% | 38 |
|
|
2021
Q1 | $2.37M | Sell |
42,836
-100
| -0.2% | -$5.43K | 0.32% | 38 |
|
|
2020
Q4 | $2.22M | Sell |
42,936
-2,860
| -6% | -$138K | 0.31% | 38 |
|
|
2020
Q3 | $2.02M | Sell |
45,796
-4,680
| -9% | -$204K | 0.32% | 37 |
|
|
2020
Q2 | $2.07M | Sell |
50,476
-200
| -0.4% | -$7.66K | 0.36% | 35 |
|
|
2020
Q1 | $1.67M | Sell |
50,676
-1,816
| -3% | -$75.2K | 0.37% | 38 |
|
|
2019
Q4 | $2.34M | Buy |
52,492
+660
| +1% | +$28.3K | 0.4% | 36 |
|
|
2019
Q3 | $2.17M | Hold |
51,832
| – | – | 0.41% | 34 |
|
|
2019
Q2 | $2.17M | Sell |
51,832
-2,600
| -5% | -$106K | 0.41% | 34 |
|
|
2019
Q1 | $2.19M | Buy |
54,432
+1,000
| +2% | +$38.5K | 0.41% | 35 |
|
|
2018
Q4 | $1.85M | Buy |
53,432
+10,148
| +23% | +$381K | 0.4% | 36 |
|
|
2018
Q3 | $1.78M | Sell |
43,284
-200
| -0.5% | -$8.16K | 0.31% | 41 |
|
|
2018
Q2 | $1.71M | Buy |
43,484
+5,240
| +14% | +$206K | 0.32% | 40 |
|
|
2018
Q1 | $1.47M | Buy |
38,244
+9,600
| +34% | +$378K | 0.28% | 44 |
|
|
2017
Q4 | $1.11M | Buy |
28,644
+2,256
| +9% | +$85.2K | 0.21% | 51 |
|
|
2017
Q3 | $970K | Buy |
26,388
+3,908
| +17% | +$141K | 0.2% | 52 |
|
|
2017
Q2 | $801K | Buy |
22,480
+1,344
| +6% | +$47.5K | 0.17% | 57 |
|
|
2017
Q1 | $736K | Buy |
+21,136
| New | +$726K | 0.17% | 59 |
|
Other funds holding VO
