Intrepid Financial Planning Group’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 | $221K | Hold |
790
| – | – | 0.09% | 112 |
|
|
2025
Q1 | $204K | Sell |
790
-195
| -20% | -$50.4K | 0.09% | 109 |
|
|
2024
Q4 | $260K | Hold |
985
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $260K | Sell |
985
-321
| -25% | -$84.7K | 0.11% | 103 |
|
|
2024
Q2 | $316K | Hold |
1,306
| – | – | 0.14% | 94 |
|
|
2024
Q1 | $326K | Sell |
1,306
-49
| -4% | -$12.2K | 0.14% | 94 |
|
|
2023
Q4 | $315K | Sell |
1,355
-190
| -12% | -$44.2K | 0.15% | 89 |
|
|
2023
Q3 | $322K | Sell |
1,545
-50
| -3% | -$10.4K | 0.17% | 80 |
|
|
2023
Q2 | $351K | Buy |
1,595
+220
| +16% | +$48.4K | 0.17% | 79 |
|
|
2023
Q1 | $290K | Sell |
1,375
-115
| -8% | -$24.3K | 0.15% | 86 |
|
|
2022
Q4 | $304K | Hold |
1,490
| – | – | 0.17% | 81 |
|
|
2022
Q3 | $280K | Hold |
1,490
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $293K | Buy |
+1,490
| New | +$293K | 0.16% | 73 |
|