PDS 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 | $61.3M | Buy |
219,083
+11,508
| +6% | +$3.22M | 4.57% | 4 |
|
|
2025
Q1 | $53.7M | Buy |
207,575
+4,966
| +2% | +$1.28M | 4.53% | 4 |
|
|
2024
Q4 | $53.5M | Buy |
202,609
+3,198
| +2% | +$845K | 4.75% | 4 |
|
|
2024
Q3 | $52.6M | Buy |
199,411
+161,500
| +426% | +$42.6M | 4.72% | 4 |
|
|
2024
Q2 | $9.18M | Buy |
37,911
+2,237
| +6% | +$542K | 0.93% | 22 |
|
|
2024
Q1 | $8.91M | Buy |
35,674
+411
| +1% | +$103K | 0.94% | 22 |
|
|
2023
Q4 | $8.2M | Buy |
35,263
+3,225
| +10% | +$750K | 0.93% | 22 |
|
|
2023
Q3 | $6.67M | Buy |
32,038
+2,417
| +8% | +$503K | 0.86% | 24 |
|
|
2023
Q2 | $6.52M | Buy |
29,621
+659
| +2% | +$145K | 0.83% | 25 |
|
|
2023
Q1 | $6.11M | Buy |
28,962
+596
| +2% | +$126K | 0.84% | 25 |
|
|
2022
Q4 | $5.78M | Buy |
28,366
+2,223
| +9% | +$453K | 0.92% | 26 |
|
|
2022
Q3 | $4.91M | Buy |
26,143
+775
| +3% | +$146K | 0.89% | 25 |
|
|
2022
Q2 | $5M | Buy |
25,368
+3,386
| +15% | +$667K | 0.9% | 25 |
|
|
2022
Q1 | $5.23M | Buy |
21,982
+3,982
| +22% | +$947K | 0.92% | 22 |
|
|
2021
Q4 | $4.59M | Sell |
18,000
-2,886
| -14% | -$735K | 0.88% | 23 |
|
|
2021
Q3 | $4.95M | Sell |
20,886
-444
| -2% | -$105K | 1.14% | 17 |
|
|
2021
Q2 | $5.06M | Sell |
21,330
-1,244
| -6% | -$295K | 1.23% | 17 |
|
|
2021
Q1 | $5M | Sell |
22,574
-155
| -0.7% | -$34.3K | 1.45% | 17 |
|
|
2020
Q4 | $4.7M | Buy |
22,729
+614
| +3% | +$127K | 1.61% | 16 |
|
|
2020
Q3 | $3.9M | Buy |
22,115
+253
| +1% | +$44.6K | 1.59% | 16 |
|
|
2020
Q2 | $3.58M | Buy |
21,862
+12,534
| +134% | +$2.05M | 1.62% | 17 |
|
|
2020
Q1 | $1.23M | Buy |
9,328
+4,131
| +79% | +$544K | 0.78% | 32 |
|
|
2019
Q4 | $926K | Buy |
5,197
+1,447
| +39% | +$258K | 0.58% | 34 |
|
|
2019
Q3 | $628K | Buy |
3,750
+2,435
| +185% | +$408K | 0.44% | 43 |
|
|
2019
Q2 | $220K | Buy |
+1,315
| New | +$220K | 0.16% | 77 |
|