Jones Financial Companies
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Jones Financial Companies’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Jones Financial Companies’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
2025
Q1 		$229K Buy
2024
Q4 		$50.1K Buy
2024
Q3 		$31.6K Hold
2024
Q2 		$29.7K Buy
2022
Q1 		– Sell
2021
Q4 		$24K Hold
2021
Q3 		$22K Hold
2021
Q2 		$23K Hold
2021
Q1 		$22K Buy