JGP Wealth Management’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
2023
Q2
Sell
-1,141
Closed -$241K 151
2023
Q1
$241K Buy
+1,141
New +$241K 0.04% 138
2022
Q2
Sell
-916
Closed -$215K 162
2022
Q1
$215K Buy
+916
New +$215K 0.04% 154