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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67M | Buy |
933,084
+21,952
| +2% | +$1.63M | 4.42% | 4 |
|
|
2025
Q4 | $66.1M | Buy |
911,132
+15,652
| +2% | +$1.14M | 4.42% | 4 |
|
|
2025
Q3 | $65.8M | Buy |
895,480
+19,148
| +2% | +$1.38M | 4.55% | 4 |
|
|
2025
Q2 | $61.3M | Buy |
876,332
+46,032
| +6% | +$3.02M | 4.57% | 4 |
|
|
2025
Q1 | $53.7M | Buy |
830,300
+19,864
| +2% | +$1.33M | 4.53% | 4 |
|
|
2024
Q4 | $53.5M | Buy |
810,436
+12,792
| +2% | +$868K | 4.75% | 4 |
|
|
2024
Q3 | $52.6M | Buy |
797,644
+646,000
| +426% | +$40.6M | 4.72% | 4 |
|
|
2024
Q2 | $9.18M | Buy |
151,644
+8,948
| +6% | +$544K | 0.93% | 22 |
|
|
2024
Q1 | $8.91M | Buy |
142,696
+1,644
| +1% | +$97.2K | 0.94% | 22 |
|
|
2023
Q4 | $8.2M | Buy |
141,052
+12,900
| +10% | +$689K | 0.93% | 22 |
|
|
2023
Q3 | $6.67M | Buy |
128,152
+9,668
| +8% | +$530K | 0.86% | 24 |
|
|
2023
Q2 | $6.52M | Buy |
118,484
+2,636
| +2% | +$138K | 0.83% | 25 |
|
|
2023
Q1 | $6.11M | Buy |
115,848
+2,384
| +2% | +$127K | 0.84% | 25 |
|
|
2022
Q4 | $5.78M | Buy |
113,464
+8,892
| +9% | +$453K | 0.92% | 26 |
|
|
2022
Q3 | $4.91M | Buy |
104,572
+3,100
| +3% | +$162K | 0.89% | 25 |
|
|
2022
Q2 | $5M | Buy |
101,472
+13,544
| +15% | +$732K | 0.9% | 25 |
|
|
2022
Q1 | $5.23M | Buy |
87,928
+15,928
| +22% | +$934K | 0.92% | 22 |
|
|
2021
Q4 | $4.59M | Sell |
72,000
-11,544
| -14% | -$724K | 0.88% | 23 |
|
|
2021
Q3 | $4.95M | Sell |
83,544
-1,776
| -2% | -$107K | 1.14% | 17 |
|
|
2021
Q2 | $5.06M | Sell |
85,320
-4,976
| -6% | -$288K | 1.23% | 17 |
|
|
2021
Q1 | $5M | Sell |
90,296
-620
| -0.7% | -$33.6K | 1.45% | 17 |
|
|
2020
Q4 | $4.7M | Buy |
90,916
+2,456
| +3% | +$119K | 1.61% | 16 |
|
|
2020
Q3 | $3.9M | Buy |
88,460
+1,012
| +1% | +$44.1K | 1.59% | 16 |
|
|
2020
Q2 | $3.58M | Buy |
87,448
+50,136
| +134% | +$1.92M | 1.62% | 17 |
|
|
2020
Q1 | $1.23M | Buy |
37,312
+16,524
| +79% | +$684K | 0.78% | 32 |
|
|
2019
Q4 | $926K | Buy |
20,788
+5,788
| +39% | +$249K | 0.58% | 34 |
|
|
2019
Q3 | $628K | Buy |
15,000
+9,740
| +185% | +$407K | 0.44% | 43 |
|
|
2019
Q2 | $220K | Buy |
+5,260
| New | +$215K | 0.16% | 77 |
|
Other funds holding VO
