Phillips Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Phillips Financial Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.7M	Sell	357,708 -46,796	-12%	-$3.48M	1.86%	18
2025 Q4	$29.3M	Sell	404,504 -4,448	-1%	-$324K	1.89%	17
2025 Q3	$30M	Sell	408,952 -3,836	-0.9%	-$275K	1.98%	15
2025 Q2	$28.9M	Sell	412,788 -1,616	-0.4%	-$106K	2.1%	15
2025 Q1	$26.8M	Sell	414,404 -2,796	-0.7%	-$188K	2.07%	16
2024 Q4	$27.5M	Sell	417,200 -7,720	-2%	-$524K	2.17%	16
2024 Q3	$28M	Sell	424,920 -14,448	-3%	-$907K	2.17%	14
2024 Q2	$26.6M	Sell	439,368 -924	-0.2%	-$56.2K	2.19%	14
2024 Q1	$27.5M	Sell	440,292 -7,152	-2%	-$423K	2.25%	13
2023 Q4	$26M	Sell	447,444 -12,592	-3%	-$673K	2.26%	11
2023 Q3	$23.9M	Sell	460,036 -6,140	-1%	-$337K	2.27%	11
2023 Q2	$25.7M	Buy	466,176 +36,188	+8%	+$1.9M	2.38%	11
2023 Q1	$22.7M	Buy	429,988 +2,396	+0.6%	+$127K	2.19%	11
2022 Q4	$21.8M	Sell	427,592 -57,452	-12%	-$2.93M	2.22%	12
2022 Q3	$22.8M	Buy	485,044 +21,364	+5%	+$1.12M	2.51%	12
2022 Q2	$22.8M	Buy	463,680 +44,396	+11%	+$2.4M	2.47%	13
2022 Q1	$24.9M	Sell	419,284 -120	-0%	-$7.04K	2.36%	12
2021 Q4	$26.7M	Sell	419,404 -2,472	-0.6%	-$155K	2.62%	12
2021 Q3	$25M	Sell	421,876 -9,692	-2%	-$586K	2.58%	12
2021 Q2	$25.6M	Sell	431,568 -2,688	-0.6%	-$156K	2.64%	12
2021 Q1	$24M	Sell	434,256 -9,204	-2%	-$499K	2.95%	9
2020 Q4	$22.9M	Sell	443,460 -17,576	-4%	-$851K	3.13%	9
2020 Q3	$20.3M	Sell	461,036 -7,012	-1%	-$306K	3.18%	10
2020 Q2	$19.2M	Buy	468,048 +45,688	+11%	+$1.75M	3.14%	10
2020 Q1	$13.2M	Buy	422,360 +245,816	+139%	+$10.2M	2.62%	13
2019 Q4	$7.86M	Sell	176,544 -1,380	-0.8%	-$59.3K	1.29%	20
2019 Q3	$7.46M	Sell	177,924 -1,216	-0.7%	-$50.8K	1.31%	18
2019 Q2	$7.54M	Sell	179,140 -4,980	-3%	-$204K	1.38%	18
2019 Q1	$7.49M	Sell	184,120 -840	-0.5%	-$32.3K	1.43%	17
2018 Q4	$6.39M	Sell	184,960 -3,948	-2%	-$148K	1.37%	18
2018 Q3	$7.74M	Sell	188,908 -2,176	-1%	-$88.8K	1.59%	15
2018 Q2	$7.54M	Sell	191,084 -2,220	-1%	-$87.1K	1.59%	14
2018 Q1	$7.33M	Sell	193,304 -6,836	-3%	-$269K	1.59%	14
2017 Q4	$7.9M	Sell	200,140 -7,192	-3%	-$271K	1.67%	14
2017 Q3	$7.62M	Sell	207,332 -864	-0.4%	-$31.2K	1.67%	14
2017 Q2	$7.61M	Sell	208,196 -868	-0.4%	-$30.7K	1.74%	15
2017 Q1	$7.17M	Sell	209,064 -2,804	-1%	-$96.3K	1.74%	15
2016 Q4	$7.11M	Sell	211,868 -448	-0.2%	-$14.5K	1.78%	15
2016 Q3	$6.68M	Sell	212,316 -1,468	-0.7%	-$47.1K	1.78%	15
2016 Q2	$6.82M	Sell	213,784 -10,412	-5%	-$318K	1.82%	15
2016 Q1	$6.82M	Buy	224,196 +304	+0.1%	+$8.6K	1.89%	15
2015 Q4	$6.11M	Sell	223,892 -2,812	-1%	-$85.8K	1.85%	15
2015 Q3	$6.79M	Buy	226,704 +376	+0.2%	+$11.7K	1.98%	15
2015 Q2	$7.28M	Sell	226,328 -5,096	-2%	-$165K	2.01%	15
2015 Q1	$7.53M	Sell	231,424 -5,136	-2%	-$161K	2.06%	14
2014 Q4	$7.19M	Sell	236,560 -12,156	-5%	-$366K	2.06%	13
2014 Q3	$6.97M	Sell	248,716 -3,788	-2%	-$112K	2.11%	13
2014 Q2	$7.46M	Sell	252,504 -2,036	-0.8%	-$58.1K	2.23%	12
2014 Q1	$7.13M	Sell	254,540 -7,608	-3%	-$211K	2.24%	13
2013 Q4	$7.14M	Buy	262,148 +8,364	+3%	+$223K	2.37%	12
2013 Q3	$6.57M	Sell	253,784 -4,100	-2%	-$103K	2.33%	13
2013 Q2	$6.42M	Buy	+257,884	New	+$6.12M	2.33%	13