JFS Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
1,393
+184
| +15% | +$52.3K | 0.03% | 230 |
|
|
2025
Q1 | $296K | Buy |
1,209
+224
| +23% | +$54.8K | 0.02% | 261 |
|
|
2024
Q4 | $250K | Hold |
985
| – | – | 0.02% | 271 |
|
|
2024
Q3 | $240K | Sell |
985
-9
| -0.9% | -$2.19K | 0.02% | 270 |
|
|
2024
Q2 | $228K | Hold |
994
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $234K | Hold |
994
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $218K | Hold |
994
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $194K | Hold |
994
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $205K | Hold |
994
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $194K | Hold |
994
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $179K | Hold |
994
| – | – | 0.02% | 224 |
|
|
2022
Q3 | $170K | Hold |
994
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $174K | Hold |
994
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $221K | Hold |
994
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $253K | Hold |
994
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $235K | Buy |
994
+980
| +7,000% | +$232K | 0.02% | 204 |
|
|
2021
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 492 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$10K | – | 537 |
|
|
2018
Q3 | $10K | Buy |
+72
| New | +$10K | ﹤0.01% | 409 |
|