Investment Planning Advisors’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	$429K	Sell	1,532 -49	-3%	-$13.7K	0.15%	52
2025 Q1	$409K	Buy	1,581 +142	+10%	+$36.7K	0.17%	55
2024 Q4	$380K	Buy	1,439 +463	+47%	+$122K	0.17%	51
2024 Q3	$236K	Hold	976	–	–	0.12%	57
2024 Q2	$236K	Buy	+976	New	+$236K	0.12%	57