Capital Planning’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
2025
Q3
$9.9M Buy
2025
Q2
$9.31M Sell
2025
Q1
$12.2M Sell
2024
Q4
$12.9M Buy
2024
Q3
$12.7M Buy
2024
Q2
$11.7M Buy
2024
Q1
$11.5M Buy
2023
Q4
$10M Buy
2023
Q3
$8.13M Buy
2023
Q2
$8.35M Buy
2023
Q1
$7.98M Buy
2022
Q4
$7.48M Buy
2022
Q3
$6.78M Buy
2022
Q2
$7.09M Buy
2022
Q1
$8.55M Buy
2021
Q4
$8.87M Buy
2021
Q3
$8.05M Buy
2021
Q2
$7.88M Buy
2021
Q1
$7.22M Buy
2020
Q4
$6.67M Buy