MPCL
My Personal CFO LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9M | Sell |
13,935
-153
| -1% | -$42.8K | 1.77% | 14 |
|
2025
Q1 | $3.64M | Buy |
14,088
+34
| +0.2% | +$8.79K | 1.84% | 12 |
|
2024
Q4 | $3.71M | Buy |
14,054
+2,479
| +21% | +$655K | 1.9% | 11 |
|
2024
Q3 | $3.05M | Sell |
11,575
-947
| -8% | -$250K | 1.67% | 14 |
|
2024
Q2 | $3.03M | Buy |
12,522
+2,501
| +25% | +$605K | 1.62% | 14 |
|
2024
Q1 | $2.5M | Buy |
10,021
+1,139
| +13% | +$285K | 1.44% | 17 |
|
2023
Q4 | $2.07M | Buy |
8,882
+2,579
| +41% | +$600K | 1.35% | 18 |
|
2023
Q3 | $1.31M | Buy |
6,303
+32
| +0.5% | +$6.66K | 1.06% | 27 |
|
2023
Q2 | $1.38M | Buy |
+6,271
| New | +$1.38M | 1.08% | 27 |
|
2023
Q1 | – | Sell |
-817
| Closed | -$166K | – | 799 |
|
2022
Q4 | $166K | Buy |
+817
| New | +$166K | 0.15% | 73 |
|