Falcon Wealth 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 | $360K | Sell |
1,286
-9
| -0.7% | -$2.52K | 0.04% | 127 |
|
|
2025
Q1 | $335K | Sell |
1,295
-477
| -27% | -$123K | 0.04% | 129 |
|
|
2024
Q4 | $468K | Sell |
1,772
-481
| -21% | -$127K | 0.05% | 101 |
|
|
2024
Q3 | $595K | Sell |
2,253
-135
| -6% | -$35.6K | 0.07% | 80 |
|
|
2024
Q2 | $578K | Buy |
2,388
+192
| +9% | +$46.5K | 0.08% | 73 |
|
|
2024
Q1 | $549K | Buy |
2,196
+30
| +1% | +$7.5K | 0.09% | 78 |
|
|
2023
Q4 | $504K | Buy |
2,166
+26
| +1% | +$6.05K | 0.09% | 75 |
|
|
2023
Q3 | $446K | Buy |
2,140
+1,190
| +125% | +$248K | 0.1% | 68 |
|
|
2023
Q2 | $209K | Buy |
+950
| New | +$209K | 0.05% | 103 |
|
|
2022
Q1 | – | Sell |
-814
| Closed | -$207K | – | 82 |
|
|
2021
Q4 | $207K | Buy |
+814
| New | +$207K | 0.07% | 77 |
|