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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $996K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.68M | Buy |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.55M | Buy |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $2.22M | Sell |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.17M | Hold |
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|
2019
Q2 | $2.17M | Sell |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $1.78M | Sell |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $970K | Buy |
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|
2017
Q2 | $801K | Buy |
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|
2017
Q1 | $736K | Buy |
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