JFS Wealth Advisors’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
Q3 | $2.17M | Sell |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $54.3K | Hold |
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|
2022
Q4 | $52.4K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $24K | Buy |
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