Cornerstone Planning Group’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 | $26.3K | Sell |
92
-66
| -42% | -$18.9K | 0.01% | 361 |
|
|
2025
Q1 | $39.3K | Buy |
158
+29
| +22% | +$7.21K | 0.01% | 280 |
|
|
2024
Q4 | $35.5K | Sell |
129
-488
| -79% | -$134K | 0.01% | 228 |
|
|
2024
Q3 | $164K | Buy |
617
+2
| +0.3% | +$532 | 0.04% | 81 |
|
|
2024
Q2 | $146K | Sell |
615
-8
| -1% | -$1.9K | 0.04% | 103 |
|
|
2024
Q1 | $150K | Sell |
623
-183
| -23% | -$44.1K | 0.05% | 88 |
|
|
2023
Q4 | $188K | Sell |
806
-165
| -17% | -$38.4K | 0.06% | 85 |
|
|
2023
Q3 | $202K | Sell |
971
-281
| -22% | -$58.5K | 0.08% | 80 |
|
|
2023
Q2 | $276K | Buy |
+1,252
| New | +$276K | 0.11% | 72 |
|
|
2022
Q4 | $433K | Buy |
+2,071
| New | +$433K | 0.18% | 64 |
|