Jackson, Grant Investment Advisers, Inc. Vanguard Mid Cap ETF Transaction History

Jackson, Grant Investment Advisers, Inc.

$257 Million
Q4 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 51,538 shares of VO stock, worth $13.9 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

51,538

Previous 49,912 3.26%

Holding current value

$13.9 Million

Previous $13.2 Million 3.37%

% of portfolio

5.29%

Previous 4.98%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $425,199 - $462,808	1,626 Added 3.26%	51,538 $13.6 Million
Q3 2024 Oct 17, 2024	BUY	$237.84 - $263.83 $101,557 - $112,655	427 Added 0.86%	49,912 $13.2 Million
Q2 2024 Jul 16, 2024	BUY	$234.99 - $248.98 $49,347 - $52,285	210 Added 0.43%	49,485 $12 Million
Q1 2024 May 08, 2024	SELL	$225.86 - $249.86 $269,225 - $297,833	-1,192 Reduced 2.36%	49,275 $12.3 Million
Q4 2023 Feb 01, 2024	SELL	$195.66 - $233.95 $67,307 - $80,478	-344 Reduced 0.68%	50,467 $11.7 Million
Q3 2023 Oct 13, 2023	BUY	$206.6 - $228.23 $125,819 - $138,992	609 Added 1.21%	50,811 $10.6 Million
Q2 2023 Aug 01, 2023	SELL	$203.43 - $220.16 $1,017 - $1,100	-5 Reduced 0.01%	50,202 $11.1 Million
Q1 2023 May 02, 2023	SELL	$200.2 - $225.98 $500,099 - $564,498	-2,498 Reduced 4.74%	50,207 $10.6 Million
Q4 2022 Jan 26, 2023	SELL	$186.57 - $217.26 $161,383 - $187,929	-865 Reduced 1.61%	52,705 $0
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $34,212 - $41,390	182 Added 0.34%	53,570 $10.1 Million
Q2 2022 Aug 04, 2022	SELL	$190.36 - $240.41 $11,231 - $14,184	-59 Reduced 0.11%	53,388 $10.5 Million
Q1 2022 Apr 28, 2022	BUY	$219.86 - $253.39 $11.8 Million - $13.5 Million	53,447 New	53,447 $12.7 Million
Q4 2021 Jan 24, 2022	SELL	$236.98 - $261.2 $12.4 Million - $13.6 Million	-52,215 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$229.88 - $249.8 $185,513 - $201,588	-807 Reduced 1.52%	52,215 $12.4 Million
Q2 2021 Jul 15, 2021	SELL	$223.23 - $238.25 $193,986 - $207,039	-869 Reduced 1.61%	53,022 $12.6 Million
Q1 2021 Apr 22, 2021	BUY	$203.74 - $225.89 $124,485 - $138,018	611 Added 1.15%	53,891 $11.9 Million
Q4 2020 Mar 03, 2021	BUY	$176.14 - $208.21 $117,661 - $139,084	668 Added 1.27%	53,280 $11 Million
Q3 2020 Nov 12, 2020	BUY	$164.39 - $185.0 $60,495 - $68,080	368 Added 0.7%	52,612 $9.27 Million
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $994 - $1,403	-8 Reduced 0.02%	52,244 $8.56 Million
Q1 2020 May 12, 2020	SELL	$112.37 - $186.27 $61,016 - $101,144	-543 Reduced 1.03%	52,252 $6.88 Million
Q4 2019 Feb 05, 2020	SELL	$162.13 - $178.73 $196,663 - $216,799	-1,213 Reduced 2.25%	52,795 $9.41 Million
Q3 2019 Nov 20, 2019	SELL	$166.82 - $169.81 $92,418 - $94,074	-554 Reduced 1.02%	54,008 $9.05 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,425 Reduced 2.55%	54,562 $9.12 Million
Q1 2019 May 07, 2019	BUY	N/A	1,628 Added 2.99%	55,987 $9 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-928 Reduced 1.68%	54,359 $7.51 Million
Q3 2018 Nov 15, 2018	BUY	N/A	2,505 Added 4.75%	55,287 $9.08 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-261 Reduced 0.49%	52,782 $8.32 Million
Q1 2018 May 14, 2018	SELL	N/A	-289 Reduced 0.54%	53,043 $8.18 Million
Q4 2017 Feb 01, 2018	BUY	N/A	87 Added 0.16%	53,332 $8.26 Million
Q3 2017 Nov 14, 2017	BUY	N/A	393 Added 0.74%	53,245 $7.83 Million
Q2 2017 Aug 10, 2017	BUY	N/A	52,852	52,852 $7.53 Million

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Jackson, Grant Investment Advisers, Inc. Vanguard Mid Cap ETF Transaction History