JPLA
Joseph P. Lucia & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
10,743
+9
| +0.1% | +$2.56K | 1.25% | 23 |
|
|
2025
Q1 | $2.63M | Buy |
10,734
+129
| +1% | +$31.6K | 1.2% | 26 |
|
|
2024
Q4 | $2.69M | Sell |
10,605
-48
| -0.5% | -$12.2K | 1.2% | 27 |
|
|
2024
Q3 | $2.59M | Sell |
10,653
-247
| -2% | -$60.1K | 1.19% | 27 |
|
|
2024
Q2 | $2.5M | Sell |
10,900
-58
| -0.5% | -$13.3K | 1.28% | 21 |
|
|
2024
Q1 | $2.58M | Sell |
10,958
-66
| -0.6% | -$15.6K | 1.38% | 22 |
|
|
2023
Q4 | $2.42M | Sell |
11,024
-90
| -0.8% | -$19.8K | 1.51% | 18 |
|
|
2023
Q3 | $2.16M | Sell |
11,114
-153
| -1% | -$29.8K | 1.51% | 20 |
|
|
2023
Q2 | $2.32M | Buy |
11,267
+340
| +3% | +$70K | 1.55% | 19 |
|
|
2023
Q1 | $2.13M | Sell |
10,927
-87
| -0.8% | -$17K | 1.48% | 22 |
|
|
2022
Q4 | $1.98M | Sell |
11,014
-645
| -6% | -$116K | 1.48% | 24 |
|
|
2022
Q3 | $1.99M | Buy |
11,659
+104
| +0.9% | +$17.7K | 1.56% | 22 |
|
|
2022
Q2 | $2.03M | Sell |
11,555
-107
| -0.9% | -$18.8K | 1.43% | 22 |
|
|
2022
Q1 | $2.6M | Sell |
11,662
-409
| -3% | -$91.1K | 1.58% | 18 |
|
|
2021
Q4 | $3.07M | Buy |
12,071
+241
| +2% | +$61.4K | 1.95% | 13 |
|
|
2021
Q3 | $2.8M | Buy |
11,830
+151
| +1% | +$35.7K | 1.66% | 15 |
|
|
2021
Q2 | $2.76M | Buy |
11,679
+264
| +2% | +$62.4K | 1.65% | 14 |
|
|
2021
Q1 | $2.45M | Buy |
11,415
+548
| +5% | +$118K | 1.09% | 17 |
|
|
2020
Q4 | $2.31M | Sell |
10,867
-128
| -1% | -$27.2K | 1.61% | 15 |
|
|
2020
Q3 | $1.98M | Buy |
10,995
+390
| +4% | +$70.3K | 1.85% | 16 |
|
|
2020
Q2 | $1.75M | Buy |
10,605
+521
| +5% | +$86K | 1.58% | 17 |
|
|
2020
Q1 | $1.28M | Sell |
10,084
-706
| -7% | -$89.5K | 1.42% | 23 |
|
|
2019
Q4 | $1.71M | Buy |
10,790
+20
| +0.2% | +$3.18K | 1.56% | 22 |
|
|
2019
Q3 | $1.6M | Sell |
10,770
-674
| -6% | -$99.8K | 1.64% | 17 |
|
|
2019
Q2 | $1.71M | Sell |
11,444
-359,685
| -97% | -$53.7M | 1.79% | 15 |
|
|
2019
Q1 | $2.54K | Buy |
+371,129
| New | +$2.54K | 0.19% | 78 |
|