Partners in Financial Planning’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 | $4M | Hold |
14,308
| – | – | 0.74% | 21 |
|
|
2025
Q1 | $3.7M | Buy |
14,308
+48
| +0.3% | +$12.4K | 0.74% | 19 |
|
|
2024
Q4 | $3.77M | Buy |
14,260
+34
| +0.2% | +$8.98K | 0.77% | 19 |
|
|
2024
Q3 | $3.75M | Sell |
14,226
-273
| -2% | -$72K | 0.76% | 19 |
|
|
2024
Q2 | $3.51M | Sell |
14,499
-21
| -0.1% | -$5.08K | 0.76% | 19 |
|
|
2024
Q1 | $3.63M | Buy |
14,520
+7
| +0% | +$1.75K | 0.81% | 18 |
|
|
2023
Q4 | $3.38M | Sell |
14,513
-1,044
| -7% | -$243K | 0.79% | 18 |
|
|
2023
Q3 | $3.24M | Buy |
15,557
+18
| +0.1% | +$3.75K | 0.83% | 17 |
|
|
2023
Q2 | $3.42M | Buy |
15,539
+19
| +0.1% | +$4.18K | 0.87% | 17 |
|
|
2023
Q1 | $3.27M | Sell |
15,520
-3
| -0% | -$633 | 0.86% | 17 |
|
|
2022
Q4 | $3.15M | Buy |
15,523
+45
| +0.3% | +$9.13K | 0.87% | 17 |
|
|
2022
Q3 | $3.25M | Buy |
15,478
+3,548
| +30% | +$745K | 0.93% | 16 |
|
|
2022
Q2 | $2.59M | Buy |
11,930
+57
| +0.5% | +$12.4K | 0.82% | 18 |
|
|
2022
Q1 | $2.69M | Buy |
11,873
+9
| +0.1% | +$2.04K | 0.85% | 17 |
|
|
2021
Q4 | $2.78M | Sell |
11,864
-2,216
| -16% | -$520K | 0.85% | 17 |
|
|
2021
Q3 | $3.33M | Buy |
14,080
+4
| +0% | +$947 | 1.04% | 16 |
|
|
2021
Q2 | $3.34M | Buy |
+14,076
| New | +$3.34M | 1.05% | 16 |
|