Falcon Wealth Planning’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
Q3 | $378K | Hold |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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