Avantax Planning Partners’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 | $693K | Buy |
2,477
+1
| +0% | +$280 | 0.02% | 227 |
|
|
2025
Q1 | $640K | Buy |
2,476
+26
| +1% | +$6.72K | 0.02% | 223 |
|
|
2024
Q4 | $647K | Sell |
2,450
-216
| -8% | -$57K | 0.02% | 222 |
|
|
2024
Q3 | $703K | Buy |
2,666
+32
| +1% | +$8.44K | 0.03% | 207 |
|
|
2024
Q2 | $638K | Buy |
2,634
+509
| +24% | +$123K | 0.02% | 252 |
|
|
2024
Q1 | $531K | Buy |
2,125
+337
| +19% | +$84.2K | 0.02% | 286 |
|
|
2023
Q4 | $416K | Buy |
+1,788
| New | +$416K | 0.02% | 257 |
|