PDS Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.8M | Buy |
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|
2025
Q2 | $61.3M | Buy |
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|
2025
Q1 | $53.7M | Buy |
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|
2024
Q4 | $53.5M | Buy |
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|
2024
Q3 | $52.6M | Buy |
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|
2024
Q2 | $9.18M | Buy |
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|
2024
Q1 | $8.91M | Buy |
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|
2023
Q4 | $8.2M | Buy |
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|
2023
Q3 | $6.67M | Buy |
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|
2023
Q2 | $6.52M | Buy |
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|
2023
Q1 | $6.11M | Buy |
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|
2022
Q4 | $5.78M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $5M | Buy |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $4.59M | Sell |
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|
2021
Q3 | $4.95M | Sell |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $5M | Sell |
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|
2020
Q4 | $4.7M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.58M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $926K | Buy |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $220K | Buy |
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