JPLA
Joseph P. Lucia & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
1,595
-123
| -7% | -$34.4K | 0.18% | 101 |
|
|
2025
Q1 | $444K | Sell |
1,718
-10
| -0.6% | -$2.59K | 0.2% | 91 |
|
|
2024
Q4 | $456K | Hold |
1,728
| – | – | 0.2% | 90 |
|
|
2024
Q3 | $456K | Sell |
1,728
-30
| -2% | -$7.92K | 0.21% | 87 |
|
|
2024
Q2 | $426K | Sell |
1,758
-65
| -4% | -$15.7K | 0.22% | 80 |
|
|
2024
Q1 | $455K | Buy |
1,823
+70
| +4% | +$17.5K | 0.24% | 76 |
|
|
2023
Q4 | $408K | Sell |
1,753
-25
| -1% | -$5.82K | 0.25% | 76 |
|
|
2023
Q3 | $370K | Hold |
1,778
| – | – | 0.26% | 78 |
|
|
2023
Q2 | $391K | Sell |
1,778
-520
| -23% | -$114K | 0.26% | 79 |
|
|
2023
Q1 | $485K | Sell |
2,298
-60
| -3% | -$12.7K | 0.34% | 70 |
|
|
2022
Q4 | $481K | Sell |
2,358
-255
| -10% | -$52K | 0.36% | 68 |
|
|
2022
Q3 | $491K | Buy |
2,613
+400
| +18% | +$75.2K | 0.39% | 64 |
|
|
2022
Q2 | $436K | Sell |
2,213
-370
| -14% | -$72.9K | 0.31% | 63 |
|
|
2022
Q1 | $614K | Buy |
2,583
+898
| +53% | +$213K | 0.37% | 61 |
|
|
2021
Q4 | $429K | Buy |
1,685
+920
| +120% | +$234K | 0.27% | 80 |
|
|
2021
Q3 | $181K | Buy |
765
+395
| +107% | +$93.5K | 0.11% | 130 |
|
|
2021
Q2 | $88K | Buy |
370
+65
| +21% | +$15.5K | 0.05% | 179 |
|
|
2021
Q1 | $68K | Buy |
+305
| New | +$68K | 0.03% | 184 |
|
|
2019
Q2 | – | Sell |
-17,124
| Closed | -$104 | – | 477 |
|
|
2019
Q1 | $104 | Buy |
+17,124
| New | +$104 | 0.01% | 259 |
|