JPLA
Joseph P. Lucia & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
3,201
-277
| -8% | -$45.6K | 0.22% | 91 |
|
|
2025
Q1 | $558K | Buy |
3,478
+1
| +0% | +$161 | 0.26% | 80 |
|
|
2024
Q4 | $562K | Sell |
3,477
-47
| -1% | -$7.6K | 0.25% | 79 |
|
|
2024
Q3 | $591K | Buy |
3,524
+26
| +0.7% | +$4.36K | 0.27% | 76 |
|
|
2024
Q2 | $526K | Sell |
3,498
-306
| -8% | -$46K | 0.27% | 75 |
|
|
2024
Q1 | $593K | Sell |
3,804
-809
| -18% | -$126K | 0.32% | 69 |
|
|
2023
Q4 | $669K | Sell |
4,613
-446
| -9% | -$64.7K | 0.42% | 61 |
|
|
2023
Q3 | $663K | Sell |
5,059
-1,086
| -18% | -$142K | 0.46% | 58 |
|
|
2023
Q2 | $850K | Sell |
6,145
-538
| -8% | -$74.4K | 0.57% | 51 |
|
|
2023
Q1 | $896K | Buy |
6,683
+21
| +0.3% | +$2.82K | 0.62% | 49 |
|
|
2022
Q4 | $901K | Sell |
6,662
-135
| -2% | -$18.3K | 0.67% | 47 |
|
|
2022
Q3 | $828K | Sell |
6,797
-404
| -6% | -$49.2K | 0.65% | 44 |
|
|
2022
Q2 | $933K | Sell |
7,201
-681
| -9% | -$88.2K | 0.66% | 42 |
|
|
2022
Q1 | $1.18M | Buy |
7,882
+1,667
| +27% | +$250K | 0.72% | 42 |
|
|
2021
Q4 | $934K | Buy |
6,215
+572
| +10% | +$86K | 0.59% | 46 |
|
|
2021
Q3 | $788K | Buy |
5,643
+362
| +7% | +$50.6K | 0.47% | 58 |
|
|
2021
Q2 | $742K | Buy |
5,281
+416
| +9% | +$58.5K | 0.44% | 62 |
|
|
2021
Q1 | $656K | Buy |
4,865
+325
| +7% | +$43.8K | 0.29% | 65 |
|
|
2020
Q4 | $540K | Buy |
4,540
+505
| +13% | +$60.1K | 0.38% | 65 |
|
|
2020
Q3 | $409K | Sell |
4,035
-1,510
| -27% | -$153K | 0.38% | 65 |
|
|
2020
Q2 | $531K | Sell |
5,545
-200
| -3% | -$19.2K | 0.48% | 53 |
|
|
2020
Q1 | $467K | Sell |
5,745
-826
| -13% | -$67.1K | 0.52% | 51 |
|
|
2019
Q4 | $783K | Sell |
6,571
-238
| -3% | -$28.4K | 0.71% | 41 |
|
|
2019
Q3 | $769K | Sell |
6,809
-533
| -7% | -$60.2K | 0.79% | 37 |
|
|
2019
Q2 | $818K | Sell |
7,342
-378,039
| -98% | -$42.1M | 0.86% | 35 |
|
|
2019
Q1 | $3.48K | Buy |
+385,381
| New | +$3.48K | 0.26% | 67 |
|