Avantax Planning Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Avantax Planning Partners’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$716K	Sell
2025 Q2	$693K	Buy
2025 Q1	$640K	Buy
2024 Q4	$647K	Sell
2024 Q3	$703K	Buy
2024 Q2	$638K	Buy
2024 Q1	$531K	Buy
2023 Q4	$416K	Buy