Investments & Financial Planning LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $3.56M | Buy |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q2 | $591K | Buy |
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