LifePlan Financial’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 | $1.03M | Sell |
3,691
-42
| -1% | -$11.8K | 0.86% | 35 |
|
|
2025
Q1 | $965K | Buy |
3,733
+170
| +5% | +$44K | 0.84% | 39 |
|
|
2024
Q4 | $941K | Sell |
3,563
-304
| -8% | -$80.3K | 0.83% | 37 |
|
|
2024
Q3 | $1.02M | Sell |
3,867
-64
| -2% | -$16.9K | 0.88% | 33 |
|
|
2024
Q2 | $952K | Buy |
3,931
+74
| +2% | +$17.9K | 0.88% | 34 |
|
|
2024
Q1 | $964K | Buy |
3,857
+106
| +3% | +$26.5K | 0.88% | 35 |
|
|
2023
Q4 | $873K | Buy |
+3,751
| New | +$873K | 0.87% | 36 |
|