JVL Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
54,401
+6,757
| +14% | +$1.89M | 5.47% | 6 |
|
|
2025
Q1 | $12.3M | Buy |
47,644
+167
| +0.4% | +$43.2K | 4.97% | 6 |
|
|
2024
Q4 | $12.5M | Sell |
47,477
-359
| -0.8% | -$94.8K | 4.75% | 6 |
|
|
2024
Q3 | $12.6M | Sell |
47,836
-176
| -0.4% | -$46.4K | 4.87% | 6 |
|
|
2024
Q2 | $11.6M | Sell |
48,012
-171
| -0.4% | -$41.4K | 4.66% | 6 |
|
|
2024
Q1 | $12M | Sell |
48,183
-17
| -0% | -$4.25K | 4.96% | 6 |
|
|
2023
Q4 | $11.2M | Buy |
48,200
+1,870
| +4% | +$435K | 5.07% | 6 |
|
|
2023
Q3 | $9.65M | Sell |
46,330
-817
| -2% | -$170K | 4.96% | 6 |
|
|
2023
Q2 | $10.4M | Sell |
47,147
-1,259
| -3% | -$277K | 5.05% | 6 |
|
|
2023
Q1 | $10.2M | Buy |
48,406
+62
| +0.1% | +$13.1K | 5.39% | 6 |
|
|
2022
Q4 | $9.85M | Buy |
48,344
+7,253
| +18% | +$1.48M | 5.73% | 6 |
|
|
2022
Q3 | $7.72M | Sell |
41,091
-287
| -0.7% | -$53.9K | 4.67% | 8 |
|
|
2022
Q2 | $8.15M | Buy |
41,378
+9,578
| +30% | +$1.89M | 5.67% | 6 |
|
|
2022
Q1 | $7.56M | Buy |
31,800
+2,234
| +8% | +$531K | 4.7% | 8 |
|
|
2021
Q4 | $7.53M | Buy |
29,566
+1,113
| +4% | +$284K | 4.71% | 9 |
|
|
2021
Q3 | $6.74M | Sell |
28,453
-106
| -0.4% | -$25.1K | 4.64% | 9 |
|
|
2021
Q2 | $6.78M | Sell |
28,559
-111
| -0.4% | -$26.3K | 4.67% | 9 |
|
|
2021
Q1 | $6.35M | Hold |
28,670
| – | – | 4.71% | 9 |
|
|
2020
Q4 | $5.93M | Hold |
28,670
| – | – | 4.72% | 9 |
|
|
2020
Q3 | $5.05M | Sell |
28,670
-145
| -0.5% | -$25.6K | 4.77% | 8 |
|
|
2020
Q2 | $4.72M | Buy |
28,815
+8,289
| +40% | +$1.36M | 4.95% | 7 |
|
|
2020
Q1 | $2.7M | Buy |
+20,526
| New | +$2.7M | 3.27% | 10 |
|