JFS Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Hold |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $179K | Hold |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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