JDM Financial Group’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 | $11.5M | Buy |
41,139
+1,114
| +3% | +$312K | 5.43% | 6 |
|
|
2025
Q1 | $10.4M | Buy |
40,025
+1,054
| +3% | +$273K | 5.25% | 6 |
|
|
2024
Q4 | $10.3M | Sell |
38,971
-212
| -0.5% | -$56K | 5.35% | 6 |
|
|
2024
Q3 | $10.3M | Buy |
39,183
+3,742
| +11% | +$987K | 5.62% | 6 |
|
|
2024
Q2 | $8.58M | Buy |
35,441
+1,651
| +5% | +$400K | 5.8% | 4 |
|
|
2024
Q1 | $8.44M | Buy |
33,790
+3,158
| +10% | +$789K | 6.16% | 4 |
|
|
2023
Q4 | $7.13M | Buy |
30,632
+125
| +0.4% | +$29.1K | 5.91% | 4 |
|
|
2023
Q3 | $6.35M | Sell |
30,507
-241
| -0.8% | -$50.2K | 5.86% | 4 |
|
|
2023
Q2 | $6.77M | Buy |
30,748
+231
| +0.8% | +$50.9K | 5.88% | 4 |
|
|
2023
Q1 | $6.44M | Sell |
30,517
-997
| -3% | -$210K | 5.93% | 4 |
|
|
2022
Q4 | $6.42M | Buy |
+31,514
| New | +$6.42M | 6.15% | 4 |
|