Capital Planning’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 | $9.31M | Sell |
33,128
-14,167
| -30% | -$3.98M | 2.92% | 11 |
|
|
2025
Q1 | $12.2M | Sell |
47,295
-1,500
| -3% | -$388K | 3.42% | 7 |
|
|
2024
Q4 | $12.9M | Buy |
48,795
+563
| +1% | +$149K | 3.38% | 7 |
|
|
2024
Q3 | $12.7M | Buy |
48,232
+270
| +0.6% | +$71.2K | 3.57% | 7 |
|
|
2024
Q2 | $11.7M | Buy |
47,962
+1,762
| +4% | +$428K | 3.49% | 8 |
|
|
2024
Q1 | $11.5M | Buy |
46,200
+3,154
| +7% | +$788K | 3.77% | 7 |
|
|
2023
Q4 | $10M | Buy |
43,046
+4,013
| +10% | +$934K | 3.56% | 8 |
|
|
2023
Q3 | $8.13M | Buy |
39,033
+1,119
| +3% | +$233K | 3.2% | 8 |
|
|
2023
Q2 | $8.35M | Buy |
37,914
+67
| +0.2% | +$14.8K | 3.26% | 8 |
|
|
2023
Q1 | $7.98M | Buy |
37,847
+1,159
| +3% | +$244K | 3.3% | 8 |
|
|
2022
Q4 | $7.48M | Buy |
36,688
+608
| +2% | +$124K | 3.32% | 8 |
|
|
2022
Q3 | $6.78M | Buy |
36,080
+99
| +0.3% | +$18.6K | 3.84% | 8 |
|
|
2022
Q2 | $7.09M | Buy |
35,981
+11
| +0% | +$2.17K | 3.82% | 8 |
|
|
2022
Q1 | $8.56M | Buy |
35,970
+1,174
| +3% | +$279K | 3.33% | 10 |
|
|
2021
Q4 | $8.87M | Buy |
34,796
+797
| +2% | +$203K | 3.28% | 8 |
|
|
2021
Q3 | $8.05M | Buy |
33,999
+785
| +2% | +$186K | 3.29% | 11 |
|
|
2021
Q2 | $7.88M | Buy |
33,214
+574
| +2% | +$136K | 3.35% | 9 |
|
|
2021
Q1 | $7.23M | Buy |
32,640
+389
| +1% | +$86.1K | 3.19% | 9 |
|
|
2020
Q4 | $6.67M | Buy |
+32,251
| New | +$6.67M | 3.12% | 9 |
|