Abacus Planning Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Hold |
3,320
| – | – | 0.03% | 228 |
|
|
2025
Q4 | $241K | Hold |
3,320
| – | – | 0.03% | 226 |
|
|
2025
Q3 | $244K | Hold |
3,320
| – | – | 0.03% | 217 |
|
|
2025
Q2 | $232K | Buy |
3,320
+24
| +0.7% | +$1.57K | 0.03% | 212 |
|
|
2025
Q1 | $213K | Hold |
3,296
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $218K | Hold |
3,296
| – | – | 0.04% | 200 |
|
|
2024
Q3 | $217K | Buy |
+3,296
| New | +$207K | 0.04% | 197 |
|
|
2024
Q2 | – | Sell |
-3,296
| Closed | -$206K | – | 225 |
|
|
2024
Q1 | $206K | Buy |
+3,296
| New | +$195K | 0.04% | 190 |
|
|
2023
Q4 | – | Sell |
-4,136
| Closed | -$215K | – | 210 |
|
|
2023
Q3 | $215K | Hold |
4,136
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $228K | Hold |
4,136
| – | – | 0.06% | 163 |
|
|
2023
Q1 | $218K | Hold |
4,136
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $211K | Buy |
+4,136
| New | +$211K | 0.06% | 161 |
|
|
2022
Q3 | – | Sell |
-4,136
| Closed | -$204K | – | 199 |
|
|
2022
Q2 | $204K | Sell |
4,136
-588
| -12% | -$31.8K | 0.06% | 173 |
|
|
2022
Q1 | $281K | Sell |
4,724
-2,248
| -32% | -$132K | 0.08% | 161 |
|
|
2021
Q4 | $444K | Hold |
6,972
| – | – | 0.12% | 123 |
|
|
2021
Q3 | $413K | Sell |
6,972
-528
| -7% | -$31.9K | 0.13% | 115 |
|
|
2021
Q2 | $445K | Buy |
7,500
+1,956
| +35% | +$113K | 0.14% | 111 |
|
|
2021
Q1 | $307K | Hold |
5,544
| – | – | 0.1% | 135 |
|
|
2020
Q4 | $287K | Hold |
5,544
| – | – | 0.09% | 136 |
|
|
2020
Q3 | $244K | Hold |
5,544
| – | – | 0.09% | 132 |
|
|
2020
Q2 | $227K | Buy |
+5,544
| New | +$212K | 0.09% | 135 |
|
|
2020
Q1 | – | Sell |
-5,544
| Closed | -$247K | – | 188 |
|
|
2019
Q4 | $247K | Hold |
5,544
| – | – | 0.11% | 139 |
|
|
2019
Q3 | $232K | Sell |
5,544
-3,060
| -36% | -$128K | 0.12% | 143 |
|
|
2019
Q2 | $360K | Buy |
8,604
+3,060
| +55% | +$125K | 0.22% | 99 |
|
|
2019
Q1 | $223K | Buy |
+5,544
| New | +$213K | 0.14% | 133 |
|
|
2018
Q4 | – | Sell |
-5,544
| Closed | -$227K | – | 154 |
|
|
2018
Q3 | $227K | Hold |
5,544
| – | – | 0.15% | 132 |
|
|
2018
Q2 | $218K | Hold |
5,544
| – | – | 0.16% | 132 |
|
|
2018
Q1 | $214K | Buy |
+5,544
| New | +$218K | 0.17% | 121 |
|
Other funds holding VO
