Pennsylvania Capital Management’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 | $2.34M | Buy |
8,369
+6,924
| +479% | +$1.94M | 0.75% | 26 |
|
|
2025
Q1 | $374K | Buy |
1,445
+358
| +33% | +$92.6K | 0.14% | 75 |
|
|
2024
Q4 | $287K | Buy |
1,087
+202
| +23% | +$53.3K | 0.1% | 84 |
|
|
2024
Q3 | $233K | Buy |
885
+1
| +0.1% | +$264 | 0.08% | 91 |
|
|
2024
Q2 | $214K | Hold |
884
| – | – | 0.08% | 85 |
|
|
2024
Q1 | $221K | Buy |
884
+1
| +0.1% | +$250 | 0.09% | 84 |
|
|
2023
Q4 | $205K | Buy |
+883
| New | +$205K | 0.08% | 89 |
|
|
2022
Q2 | – | Sell |
-987
| Closed | -$235K | – | 87 |
|
|
2022
Q1 | $235K | Buy |
987
+50
| +5% | +$11.9K | 0.1% | 77 |
|
|
2021
Q4 | $239K | Buy |
+937
| New | +$239K | 0.08% | 95 |
|