Divergent 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 | $676K | Buy |
2,402
+1,559
| +185% | +$439K | 0.2% | 18 |
|
|
2025
Q1 | $221K | Sell |
843
-32
| -4% | -$8.38K | 0.07% | 27 |
|
|
2024
Q4 | $230K | Hold |
875
| – | – | 0.08% | 25 |
|
|
2024
Q3 | $231K | Hold |
875
| – | – | 0.09% | 27 |
|
|
2024
Q2 | $211K | Sell |
875
-250
| -22% | -$60.4K | 0.08% | 27 |
|
|
2024
Q1 | $279K | Sell |
1,125
-679
| -38% | -$169K | 0.12% | 24 |
|
|
2023
Q4 | $417K | Sell |
1,804
-60
| -3% | -$13.9K | 0.2% | 13 |
|
|
2023
Q3 | $388K | Sell |
1,864
-21
| -1% | -$4.37K | 0.21% | 12 |
|
|
2023
Q2 | $415K | Sell |
1,885
-33
| -2% | -$7.27K | 0.22% | 15 |
|
|
2023
Q1 | $405K | Sell |
1,918
-108,933
| -98% | -$23M | 0.23% | 14 |
|
|
2022
Q4 | $22.6M | Buy |
110,851
+4,318
| +4% | +$880K | 14.21% | 2 |
|
|
2022
Q3 | $20M | Buy |
106,533
+1,701
| +2% | +$320K | 14.74% | 2 |
|
|
2022
Q2 | $20.6M | Buy |
104,832
+4,326
| +4% | +$852K | 14.84% | 3 |
|
|
2022
Q1 | $24M | Buy |
100,506
+4,034
| +4% | +$965K | 15.39% | 2 |
|
|
2021
Q4 | $24.4M | Buy |
96,472
+2,917
| +3% | +$739K | 17.88% | 2 |
|
|
2021
Q3 | $22.6M | Sell |
93,555
-465
| -0.5% | -$112K | 18.25% | 2 |
|
|
2021
Q2 | $21.9M | Buy |
94,020
+3,117
| +3% | +$727K | 17.79% | 2 |
|
|
2021
Q1 | $21M | Buy |
90,903
+112
| +0.1% | +$25.9K | 17.92% | 2 |
|
|
2020
Q4 | $18.8M | Buy |
+90,791
| New | +$18.8M | 17.98% | 2 |
|