Plan Group Financial’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 | $970K | Buy |
3,467
+5
| +0.1% | +$1.4K | 0.32% | 81 |
|
|
2025
Q1 | $895K | Buy |
3,462
+301
| +10% | +$77.8K | 0.32% | 71 |
|
|
2024
Q4 | $835K | Hold |
3,161
| – | – | 0.44% | 55 |
|
|
2024
Q3 | $834K | Sell |
3,161
-309
| -9% | -$81.5K | 0.44% | 53 |
|
|
2024
Q2 | $840K | Buy |
3,470
+5
| +0.1% | +$1.21K | 0.51% | 43 |
|
|
2024
Q1 | $866K | Buy |
+3,465
| New | +$866K | 0.57% | 36 |
|
|
2023
Q4 | – | Sell |
-4,360
| Closed | -$908K | – | 79 |
|
|
2023
Q3 | $908K | Buy |
+4,360
| New | +$908K | 0.65% | 29 |
|
|
2022
Q2 | $2.85M | Buy |
+14,459
| New | +$2.85M | 4.9% | 6 |
|