Center for Financial 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
Q2 | $39.8M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.34M | Hold |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.15M | Hold |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $883K | Hold |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $956K | Buy |
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|
2021
Q3 | $680K | Hold |
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|
2021
Q2 | $682K | Hold |
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|
2021
Q1 | $636K | Hold |
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|
2020
Q4 | $594K | Sell |
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|
2020
Q3 | $533K | Sell |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $8K | Buy |
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