Envision Financial 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	$1.11M	Buy	3,982 +3,139	+372%	+$879K	0.52%	28
2025 Q1	$218K	Buy	843 +1	+0.1%	+$258	0.11%	40
2024 Q4	$222K	Sell	842 -3	-0.4%	-$792	0.11%	41
2024 Q3	$223K	Buy	845 +6	+0.7%	+$1.58K	0.12%	34
2024 Q2	$203K	Buy	+839	New	+$203K	0.16%	30