Investments & Financial Planning LLC’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 | $16.5M | Buy |
58,805
+1,389
| +2% | +$389K | 9.48% | 4 |
|
|
2025
Q1 | $14.8M | Buy |
57,416
+932
| +2% | +$241K | 9.64% | 4 |
|
|
2024
Q4 | $14.9M | Buy |
56,484
+606
| +1% | +$160K | 9.2% | 4 |
|
|
2024
Q3 | $14.7M | Buy |
55,878
+1,175
| +2% | +$310K | 9.34% | 4 |
|
|
2024
Q2 | $13.2M | Buy |
54,703
+531
| +1% | +$129K | 8.89% | 4 |
|
|
2024
Q1 | $13.5M | Buy |
54,172
+804
| +2% | +$201K | 9.28% | 4 |
|
|
2023
Q4 | $12.4M | Buy |
53,368
+35,303
| +195% | +$8.21M | 9.3% | 4 |
|
|
2023
Q3 | $3.76M | Buy |
18,065
+1,918
| +12% | +$399K | 3.35% | 7 |
|
|
2023
Q2 | $3.56M | Buy |
16,147
+3,316
| +26% | +$730K | 3.08% | 9 |
|
|
2023
Q1 | $2.71M | Buy |
12,831
+5,178
| +68% | +$1.09M | 2.48% | 9 |
|
|
2022
Q4 | $1.56M | Buy |
+7,653
| New | +$1.56M | 1.53% | 12 |
|
|
2022
Q2 | $591K | Buy |
+2,998
| New | +$591K | 0.61% | 20 |
|