CFFP
Center for Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Buy |
142,232
+131,020
| +1,169% | +$36.7M | 4.56% | 5 |
|
|
2025
Q1 | $2.9M | Buy |
11,212
+5,912
| +112% | +$1.53M | 0.37% | 21 |
|
|
2024
Q4 | $1.4M | Buy |
5,300
+204
| +4% | +$53.9K | 0.19% | 50 |
|
|
2024
Q3 | $1.34M | Hold |
5,096
| – | – | 0.18% | 47 |
|
|
2024
Q2 | $1.23M | Hold |
5,096
| – | – | 0.18% | 49 |
|
|
2024
Q1 | $1.27M | Buy |
5,096
+150
| +3% | +$37.5K | 0.19% | 49 |
|
|
2023
Q4 | $1.15M | Hold |
4,946
| – | – | 0.21% | 48 |
|
|
2023
Q3 | $1.03M | Hold |
4,946
| – | – | 0.22% | 45 |
|
|
2023
Q2 | $1.09M | Sell |
4,946
-145
| -3% | -$31.9K | 0.23% | 45 |
|
|
2023
Q1 | $1.07M | Hold |
5,091
| – | – | 0.25% | 45 |
|
|
2022
Q4 | $1.04M | Hold |
5,091
| – | – | 0.25% | 45 |
|
|
2022
Q3 | $957K | Buy |
5,091
+608
| +14% | +$114K | 0.26% | 47 |
|
|
2022
Q2 | $883K | Hold |
4,483
| – | – | 0.22% | 54 |
|
|
2022
Q1 | $1.07M | Buy |
4,483
+729
| +19% | +$173K | 0.22% | 52 |
|
|
2021
Q4 | $956K | Buy |
3,754
+880
| +31% | +$224K | 0.2% | 58 |
|
|
2021
Q3 | $680K | Hold |
2,874
| – | – | 0.17% | 65 |
|
|
2021
Q2 | $682K | Hold |
2,874
| – | – | 0.17% | 67 |
|
|
2021
Q1 | $636K | Hold |
2,874
| – | – | 0.17% | 67 |
|
|
2020
Q4 | $594K | Sell |
2,874
-149
| -5% | -$30.8K | 0.17% | 65 |
|
|
2020
Q3 | $533K | Sell |
3,023
-180
| -6% | -$31.7K | 0.17% | 65 |
|
|
2020
Q2 | $525K | Sell |
3,203
-82
| -2% | -$13.4K | 0.18% | 63 |
|
|
2020
Q1 | $432K | Buy |
3,285
+3,240
| +7,200% | +$426K | 0.15% | 63 |
|
|
2019
Q4 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 328 |
|