Consolidated Planning Corp’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 | $474K | Hold |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $614K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $120K | Buy |
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