Penn Capital Management’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
Q2 | – | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $203K | Buy |
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