Fee-Only 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 | $14.5M | Buy |
51,815
+214
| +0.4% | +$59.9K | 8.98% | 3 |
|
|
2025
Q1 | $13.3M | Sell |
51,601
-866
| -2% | -$224K | 9.11% | 3 |
|
|
2024
Q4 | $13.9M | Sell |
52,467
-375
| -0.7% | -$99K | 8.95% | 3 |
|
|
2024
Q3 | $13.9M | Buy |
52,842
+13
| +0% | +$3.43K | 8.93% | 3 |
|
|
2024
Q2 | $12.8M | Sell |
52,829
-469
| -0.9% | -$114K | 8.61% | 3 |
|
|
2024
Q1 | $13.3M | Sell |
53,298
-567
| -1% | -$142K | 8.99% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
53,865
+278
| +0.5% | +$64.7K | 9.05% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
53,587
+12
| +0% | +$2.5K | 8.99% | 3 |
|
|
2023
Q2 | $11.8M | Sell |
53,575
-437
| -0.8% | -$96.2K | 9.01% | 3 |
|
|
2023
Q1 | $11.4M | Sell |
54,012
-709
| -1% | -$150K | 9.25% | 3 |
|
|
2022
Q4 | $11.2M | Buy |
+54,721
| New | +$11.2M | 9.34% | 3 |
|