PCFFS
Pacific Center for Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
91,556
-551
| -0.6% | -$154K | 6.95% | 5 |
|
|
2025
Q1 | $23.8M | Buy |
92,107
+75,197
| +445% | +$19.4M | 6.32% | 6 |
|
|
2024
Q4 | $4.47M | Sell |
16,910
-245
| -1% | -$64.7K | 1.15% | 15 |
|
|
2024
Q3 | $4.53M | Sell |
17,155
-146
| -0.8% | -$38.5K | 1.19% | 15 |
|
|
2024
Q2 | $4.19M | Sell |
17,301
-490
| -3% | -$119K | 1.17% | 15 |
|
|
2024
Q1 | $4.45M | Sell |
17,791
-198
| -1% | -$49.5K | 1.27% | 15 |
|
|
2023
Q4 | $4.18M | Sell |
17,989
-199
| -1% | -$46.3K | 1.32% | 15 |
|
|
2023
Q3 | $3.79M | Sell |
18,188
-763
| -4% | -$159K | 1.29% | 16 |
|
|
2023
Q2 | $4.17M | Sell |
18,951
-304
| -2% | -$66.9K | 1.37% | 17 |
|
|
2023
Q1 | $4.06M | Buy |
+19,255
| New | +$4.06M | 1.4% | 17 |
|
|
2022
Q3 | $3.64M | Sell |
19,359
-336
| -2% | -$63.2K | 1.42% | 15 |
|
|
2022
Q2 | $3.88M | Sell |
19,695
-233
| -1% | -$45.9K | 1.6% | 14 |
|
|
2022
Q1 | $4.74M | Sell |
19,928
-136
| -0.7% | -$32.3K | 1.69% | 14 |
|
|
2021
Q4 | $5.11M | Sell |
20,064
-584
| -3% | -$149K | 2.06% | 10 |
|
|
2021
Q3 | $4.89M | Sell |
20,648
-1,427
| -6% | -$338K | 2.13% | 9 |
|
|
2021
Q2 | $5.24M | Sell |
22,075
-934
| -4% | -$222K | 2.29% | 9 |
|
|
2021
Q1 | $5.09M | Sell |
23,009
-111
| -0.5% | -$24.6K | 2.44% | 9 |
|
|
2020
Q4 | $4.78M | Buy |
23,120
+133
| +0.6% | +$27.5K | 1.77% | 10 |
|
|
2020
Q3 | $4.05M | Sell |
22,987
-101
| -0.4% | -$17.8K | 1.68% | 10 |
|
|
2020
Q2 | $3.78M | Sell |
23,088
-106
| -0.5% | -$17.4K | 1.86% | 11 |
|
|
2020
Q1 | $3.05M | Sell |
23,194
-1,299
| -5% | -$171K | 1.93% | 9 |
|
|
2019
Q4 | $4.36M | Sell |
24,493
-514
| -2% | -$91.6K | 1.92% | 13 |
|
|
2019
Q3 | $4.19M | Sell |
25,007
-358
| -1% | -$60K | 2.05% | 13 |
|
|
2019
Q2 | $4.24M | Sell |
25,365
-27
| -0.1% | -$4.51K | 2.17% | 13 |
|
|
2019
Q1 | $4.08M | Sell |
25,392
-479
| -2% | -$77K | 2.2% | 12 |
|
|
2018
Q4 | $3.58M | Buy |
25,871
+376
| +1% | +$52K | 1.92% | 14 |
|
|
2018
Q3 | $4.19M | Buy |
25,495
+562
| +2% | +$92.3K | 2.04% | 14 |
|
|
2018
Q2 | $3.93M | Sell |
24,933
-799
| -3% | -$126K | 2.31% | 13 |
|
|
2018
Q1 | $3.97M | Sell |
25,732
-20
| -0.1% | -$3.08K | 2.42% | 12 |
|
|
2017
Q4 | $3.99M | Sell |
25,752
-814
| -3% | -$126K | 2.44% | 12 |
|
|
2017
Q3 | $3.91M | Buy |
26,566
+43
| +0.2% | +$6.32K | 2.5% | 12 |
|
|
2017
Q2 | $3.78M | Buy |
26,523
+303
| +1% | +$43.2K | 2.54% | 12 |
|
|
2017
Q1 | $3.65M | Sell |
26,220
-386
| -1% | -$53.7K | 2.56% | 12 |
|
|
2016
Q4 | $3.5M | Buy |
+26,606
| New | +$3.5M | 2.66% | 12 |
|