JFS Wealth Advisors’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 | $2.07M | Buy |
7,413
+13
| +0.2% | +$3.64K | 0.13% | 100 |
|
|
2025
Q1 | $1.91M | Buy |
7,400
+133
| +2% | +$34.4K | 0.13% | 99 |
|
|
2024
Q4 | $1.92M | Sell |
7,267
-18
| -0.2% | -$4.75K | 0.13% | 91 |
|
|
2024
Q3 | $1.92M | Buy |
7,285
+5,789
| +387% | +$1.53M | 0.13% | 98 |
|
|
2024
Q2 | $362K | Sell |
1,496
-642
| -30% | -$155K | 0.03% | 176 |
|
|
2024
Q1 | $534K | Buy |
2,138
+672
| +46% | +$168K | 0.04% | 156 |
|
|
2023
Q4 | $341K | Buy |
1,466
+470
| +47% | +$109K | 0.03% | 173 |
|
|
2023
Q3 | $207K | Buy |
996
+432
| +77% | +$90K | 0.02% | 219 |
|
|
2023
Q2 | $124K | Buy |
564
+307
| +119% | +$67.6K | 0.01% | 254 |
|
|
2023
Q1 | $54.3K | Hold |
257
| – | – | 0.01% | 364 |
|
|
2022
Q4 | $52.4K | Sell |
257
-3
| -1% | -$611 | 0.01% | 358 |
|
|
2022
Q3 | $49K | Buy |
260
+61
| +31% | +$11.5K | 0.01% | 381 |
|
|
2022
Q2 | $39K | Sell |
199
-8
| -4% | -$1.57K | ﹤0.01% | 443 |
|
|
2022
Q1 | $49K | Buy |
207
+150
| +263% | +$35.5K | ﹤0.01% | 438 |
|
|
2021
Q4 | $15K | Sell |
57
-40
| -41% | -$10.5K | ﹤0.01% | 623 |
|
|
2021
Q3 | $23K | Buy |
+97
| New | +$23K | ﹤0.01% | 526 |
|
|
2018
Q4 | – | Sell |
-165
| Closed | -$27K | – | 535 |
|
|
2018
Q3 | $27K | Hold |
165
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $26K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $25K | Hold |
165
| – | – | 0.01% | 295 |
|
|
2017
Q4 | $26K | Hold |
165
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $24K | Hold |
165
| – | – | 0.01% | 304 |
|
|
2017
Q2 | $24K | Buy |
+165
| New | +$24K | 0.01% | 281 |
|