Holistic 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 | $5.33M | Buy |
19,040
+1,828
| +11% | +$512K | 1.53% | 15 |
|
|
2025
Q1 | $4.45M | Buy |
17,212
+732
| +4% | +$189K | 1.51% | 12 |
|
|
2024
Q4 | $4.35M | Buy |
16,480
+630
| +4% | +$166K | 1.58% | 13 |
|
|
2024
Q3 | $4.18M | Buy |
15,850
+8,653
| +120% | +$2.28M | 1.77% | 11 |
|
|
2024
Q2 | $1.8M | Sell |
7,197
-61
| -0.8% | -$15.2K | 1.38% | 23 |
|
|
2024
Q1 | $1.81M | Sell |
7,258
-312
| -4% | -$78K | 1.38% | 23 |
|
|
2023
Q4 | $1.76M | Buy |
+7,570
| New | +$1.76M | 1.48% | 20 |
|