JWM
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JPL Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

JPL Wealth Management’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
Q1 		– Sell
-1,837
Closed -$485K – 122
2024
Q4 		$485K Buy
+1,837
New +$485K 0.14% 95