Plan Group Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Plan Group Financial’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
2025 Q3	$1.02M	Hold
2025 Q2	$970K	Buy
2025 Q1	$895K	Buy
2024 Q4	$835K	Hold
2024 Q3	$834K	Sell
2024 Q2	$840K	Buy
2024 Q1	$866K	Buy
2023 Q4	–	Sell
2023 Q3	$908K	Buy
2022 Q2	$2.85M	Buy