WJWM
Williams Jones Wealth Management’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 | $1.51M | Buy |
5,320
+3,180
| +149% | +$904K | 0.02% | 213 |
|
|
2025
Q1 | $524K | Buy |
2,140
+109
| +5% | +$26.7K | 0.01% | 330 |
|
|
2024
Q4 | $515K | Sell |
2,031
-1,964
| -49% | -$498K | 0.01% | 339 |
|
|
2024
Q3 | $973K | Sell |
3,995
-80
| -2% | -$19.5K | 0.01% | 261 |
|
|
2024
Q2 | $935K | Sell |
4,075
-230
| -5% | -$52.8K | 0.01% | 262 |
|
|
2024
Q1 | $1.01M | Sell |
4,305
-1,148
| -21% | -$271K | 0.01% | 261 |
|
|
2023
Q4 | $1.2M | Buy |
5,453
+567
| +12% | +$124K | 0.02% | 240 |
|
|
2023
Q3 | $952K | Buy |
4,886
+265
| +6% | +$51.6K | 0.01% | 257 |
|
|
2023
Q2 | $951K | Buy |
4,621
+248
| +6% | +$51K | 0.01% | 265 |
|
|
2023
Q1 | $852K | Sell |
4,373
-25
| -0.6% | -$4.87K | 0.01% | 296 |
|
|
2022
Q4 | $791K | Buy |
4,398
+299
| +7% | +$53.7K | 0.01% | 298 |
|
|
2022
Q3 | $699K | Sell |
4,099
-43
| -1% | -$7.33K | 0.01% | 318 |
|
|
2022
Q2 | $726K | Sell |
4,142
-37
| -0.9% | -$6.49K | 0.01% | 313 |
|
|
2022
Q1 | $931K | Sell |
4,179
-21
| -0.5% | -$4.68K | 0.01% | 270 |
|
|
2021
Q4 | $1.07M | Buy |
4,200
+9
| +0.2% | +$2.29K | 0.01% | 254 |
|
|
2021
Q3 | $990K | Sell |
4,191
-73
| -2% | -$17.2K | 0.01% | 251 |
|
|
2021
Q2 | $1.01M | Sell |
4,264
-127
| -3% | -$30K | 0.01% | 247 |
|
|
2021
Q1 | $942K | Buy |
4,391
+1,726
| +65% | +$370K | 0.01% | 249 |
|
|
2020
Q4 | $565K | Buy |
2,665
+861
| +48% | +$183K | 0.01% | 278 |
|
|
2020
Q3 | $325K | Sell |
1,804
-75
| -4% | -$13.5K | 0.01% | 324 |
|
|
2020
Q2 | $310K | Sell |
1,879
-2,583
| -58% | -$426K | 0.01% | 320 |
|
|
2020
Q1 | $565K | Buy |
4,462
+1,566
| +54% | +$198K | 0.01% | 219 |
|
|
2019
Q4 | $460K | Buy |
2,896
+22
| +0.8% | +$3.49K | 0.01% | 291 |
|
|
2019
Q3 | $426K | Buy |
+2,874
| New | +$426K | 0.01% | 284 |
|