JMG Financial Group’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 | $7.7M | Sell |
27,073
-3
| -0% | -$853 | 0.23% | 31 |
|
|
2025
Q1 | $6.62M | Sell |
27,076
-128
| -0.5% | -$31.3K | 0.22% | 31 |
|
|
2024
Q4 | $6.9M | Buy |
27,204
+19
| +0.1% | +$4.82K | 0.24% | 32 |
|
|
2024
Q3 | $6.62M | Sell |
27,185
-856
| -3% | -$208K | 0.23% | 32 |
|
|
2024
Q2 | $6.44M | Sell |
28,041
-97
| -0.3% | -$22.3K | 0.24% | 32 |
|
|
2024
Q1 | $6.63M | Sell |
28,138
-604
| -2% | -$142K | 0.25% | 32 |
|
|
2023
Q4 | $6.31M | Sell |
28,742
-293
| -1% | -$64.3K | 0.26% | 32 |
|
|
2023
Q3 | $5.66M | Buy |
29,035
+742
| +3% | +$145K | 0.27% | 32 |
|
|
2023
Q2 | $5.82M | Buy |
28,293
+731
| +3% | +$150K | 0.27% | 32 |
|
|
2023
Q1 | $5.37M | Sell |
27,562
-888
| -3% | -$173K | 0.27% | 32 |
|
|
2022
Q4 | $5.11M | Buy |
28,450
+50
| +0.2% | +$8.99K | 0.28% | 30 |
|
|
2022
Q3 | $4.84M | Sell |
28,400
-2,451
| -8% | -$418K | 0.31% | 29 |
|
|
2022
Q2 | $5.41M | Sell |
30,851
-4,650
| -13% | -$816K | 0.34% | 28 |
|
|
2022
Q1 | $7.91M | Buy |
35,501
+10,473
| +42% | +$2.33M | 0.4% | 28 |
|
|
2021
Q4 | $6.37M | Sell |
25,028
-248
| -1% | -$63.1K | 0.33% | 25 |
|
|
2021
Q3 | $5.97M | Sell |
25,276
-134
| -0.5% | -$31.7K | 0.33% | 25 |
|
|
2021
Q2 | $6.01M | Buy |
25,410
+9,546
| +60% | +$2.26M | 0.34% | 26 |
|
|
2021
Q1 | $3.4M | Sell |
15,864
-1,442
| -8% | -$309K | 0.21% | 33 |
|
|
2020
Q4 | $3.67M | Sell |
17,306
-862
| -5% | -$183K | 0.25% | 30 |
|
|
2020
Q3 | $3.27M | Hold |
18,168
| – | – | 0.27% | 31 |
|
|
2020
Q2 | $3M | Buy |
18,168
+13,840
| +320% | +$2.28M | 0.26% | 31 |
|
|
2020
Q1 | $548K | Buy |
4,328
+30
| +0.7% | +$3.8K | 0.06% | 47 |
|
|
2019
Q4 | $682K | Hold |
4,298
| – | – | 0.07% | 50 |
|
|
2019
Q3 | $637K | Hold |
4,298
| – | – | 0.07% | 52 |
|
|
2019
Q2 | $642K | Hold |
4,298
| – | – | 0.07% | 51 |
|
|
2019
Q1 | $614K | Sell |
4,298
-195
| -4% | -$27.9K | 0.07% | 52 |
|
|
2018
Q4 | $538K | Sell |
4,493
-18
| -0.4% | -$2.16K | 0.06% | 53 |
|
|
2018
Q3 | $643K | Sell |
4,511
-114
| -2% | -$16.3K | 0.07% | 49 |
|
|
2018
Q2 | $622K | Hold |
4,625
| – | – | 0.07% | 51 |
|
|
2018
Q1 | $599K | Sell |
4,625
-1,875
| -29% | -$243K | 0.07% | 48 |
|
|
2017
Q4 | $830K | Buy |
6,500
+139
| +2% | +$17.7K | 0.1% | 47 |
|
|
2017
Q3 | $774K | Buy |
6,361
+314
| +5% | +$38.2K | 0.1% | 46 |
|
|
2017
Q2 | $712K | Hold |
6,047
| – | – | 0.09% | 45 |
|
|
2017
Q1 | $683K | Buy |
6,047
+640
| +12% | +$72.3K | 0.09% | 45 |
|
|
2016
Q4 | $571K | Buy |
5,407
+400
| +8% | +$42.2K | 0.09% | 46 |
|
|
2016
Q3 | $533K | Buy |
5,007
+450
| +10% | +$47.9K | 0.09% | 44 |
|
|
2016
Q2 | $464K | Hold |
4,557
| – | – | 0.08% | 46 |
|
|
2016
Q1 | $457K | Sell |
4,557
-229
| -5% | -$23K | 0.09% | 48 |
|
|
2015
Q4 | $477K | Buy |
4,786
+229
| +5% | +$22.8K | 0.1% | 50 |
|
|
2015
Q3 | $443K | Hold |
4,557
| – | – | 0.11% | 51 |
|
|
2015
Q2 | $486K | Buy |
4,557
+532
| +13% | +$56.7K | 0.11% | 50 |
|
|
2015
Q1 | $435K | Buy |
4,025
+471
| +13% | +$50.9K | 0.1% | 50 |
|
|
2014
Q4 | $361K | Buy |
3,554
+107
| +3% | +$10.9K | 0.09% | 51 |
|
|
2014
Q3 | $332K | Buy |
3,447
+104
| +3% | +$10K | 0.09% | 50 |
|
|
2014
Q2 | $322K | Buy |
3,343
+970
| +41% | +$93.4K | 0.09% | 51 |
|
|
2014
Q1 | $220K | Buy |
2,373
+90
| +4% | +$8.34K | 0.07% | 51 |
|
|
2013
Q4 | $206K | Buy |
+2,283
| New | +$206K | 0.06% | 51 |
|