Fee-Only Financial 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
2026 Q1	$14.5M	Sell	201,804 -848	-0.4%	-$63K	8.75%	3
2025 Q4	$14.7M	Sell	202,652 -2,712	-1%	-$197K	8.57%	3
2025 Q3	$15.1M	Sell	205,364 -1,896	-0.9%	-$136K	8.8%	3
2025 Q2	$14.5M	Buy	207,260 +856	+0.4%	+$56.2K	8.98%	3
2025 Q1	$13.3M	Sell	206,404 -3,464	-2%	-$232K	9.11%	3
2024 Q4	$13.9M	Sell	209,868 -1,500	-0.7%	-$102K	8.95%	3
2024 Q3	$13.9M	Buy	211,368 +52	+0%	+$3.27K	8.93%	3
2024 Q2	$12.8M	Sell	211,316 -1,876	-0.9%	-$114K	8.61%	3
2024 Q1	$13.3M	Sell	213,192 -2,268	-1%	-$134K	8.99%	3
2023 Q4	$12.5M	Buy	215,460 +1,112	+0.5%	+$59.4K	9.05%	3
2023 Q3	$11.2M	Buy	214,348 +48	+0%	+$2.63K	8.99%	3
2023 Q2	$11.8M	Sell	214,300 -1,748	-0.8%	-$91.6K	9.01%	3
2023 Q1	$11.4M	Sell	216,048 -2,836	-1%	-$151K	9.25%	3
2022 Q4	$11.2M	Buy	+218,884	New	+$11.1M	9.34%	3