JAA
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Joel Adams & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Joel Adams & Associates’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.48M Sell
8,861
-985
-10% -$276K 2.2% 10
2025
Q1 		$2.55M Sell
9,846
-274
-3% -$70.9K 2.29% 10
2024
Q4 		$2.67M Buy
+10,120
New +$2.67M 2.43% 10