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Next Level Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Next Level Wealth Planning’s Portfolio VO Stock Details VO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.8M Buy
56,603
+5,650
+11% +$1.58M 10.14% 3
2025
Q1 		$13.2M Buy
50,953
+3,277
+7% +$848K 9.98% 2
2024
Q4 		$12.6M Buy
+47,676
New +$12.6M 9.91% 2