JDM Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

JDM Financial Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9M	Buy	338,156 +6,552	+2%	+$487K	4.59%	8
2025 Q4	$11.3M	Buy	331,604 +166,904	+101%	+$12.1M	4.39%	7
2025 Q3	$11.2M	Buy	164,700 +144	+0.1%	+$10.3K	4.69%	7
2025 Q2	$11.5M	Buy	164,556 +4,456	+3%	+$292K	5.43%	6
2025 Q1	$10.4M	Buy	160,100 +4,216	+3%	+$283K	5.25%	6
2024 Q4	$10.3M	Sell	155,884 -848	-0.5%	-$57.6K	5.35%	6
2024 Q3	$10.3M	Buy	156,732 +14,968	+11%	+$940K	5.62%	6
2024 Q2	$8.58M	Buy	141,764 +6,604	+5%	+$401K	5.8%	4
2024 Q1	$8.44M	Buy	135,160 +12,632	+10%	+$747K	6.16%	4
2023 Q4	$7.13M	Buy	122,528 +500	+0.4%	+$26.7K	5.91%	4
2023 Q3	$6.35M	Sell	122,028 -964	-0.8%	-$52.9K	5.86%	4
2023 Q2	$6.77M	Buy	122,992 +924	+0.8%	+$48.4K	5.88%	4
2023 Q1	$6.44M	Sell	122,068 -3,988	-3%	-$212K	5.93%	4
2022 Q4	$6.42M	Buy	+126,056	New	+$6.42M	6.15%	4

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Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return