Plancorp LLC’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 | $1.94M | Sell |
6,948
-129
| -2% | -$36.1K | 0.07% | 111 |
|
|
2025
Q1 | $1.83M | Buy |
7,077
+2,824
| +66% | +$730K | 0.07% | 105 |
|
|
2024
Q4 | $1.12M | Buy |
4,253
+541
| +15% | +$143K | 0.05% | 120 |
|
|
2024
Q3 | $979K | Buy |
3,712
+32
| +0.9% | +$8.44K | 0.04% | 130 |
|
|
2024
Q2 | $891K | Buy |
3,680
+16
| +0.4% | +$3.87K | 0.04% | 129 |
|
|
2024
Q1 | $915K | Buy |
3,664
+173
| +5% | +$43.2K | 0.04% | 127 |
|
|
2023
Q4 | $812K | Buy |
3,491
+26
| +0.8% | +$6.05K | 0.04% | 123 |
|
|
2023
Q3 | $722K | Hold |
3,465
| – | – | 0.04% | 130 |
|
|
2023
Q2 | $763K | Buy |
3,465
+91
| +3% | +$20K | 0.04% | 122 |
|
|
2023
Q1 | $712K | Sell |
3,374
-41
| -1% | -$8.65K | 0.04% | 130 |
|
|
2022
Q4 | $696K | Hold |
3,415
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $642K | Sell |
3,415
-293
| -8% | -$55.1K | 0.04% | 121 |
|
|
2022
Q2 | $730K | Hold |
3,708
| – | – | 0.05% | 116 |
|
|
2022
Q1 | $882K | Buy |
3,708
+1,666
| +82% | +$396K | 0.06% | 107 |
|
|
2021
Q4 | $520K | Hold |
2,042
| – | – | 0.03% | 147 |
|
|
2021
Q3 | $483K | Hold |
2,042
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $485K | Hold |
2,042
| – | – | 0.04% | 134 |
|
|
2021
Q1 | $452K | Sell |
2,042
-16
| -0.8% | -$3.54K | 0.1% | 130 |
|
|
2020
Q4 | $426K | Hold |
2,058
| – | – | 0.11% | 126 |
|
|
2020
Q3 | $363K | Sell |
2,058
-1,482
| -42% | -$261K | 0.11% | 118 |
|
|
2020
Q2 | $580K | Buy |
3,540
+823
| +30% | +$135K | 0.17% | 85 |
|
|
2020
Q1 | $358K | Buy |
2,717
+143
| +6% | +$18.8K | 0.14% | 109 |
|
|
2019
Q4 | $459K | Buy |
+2,574
| New | +$459K | 0.14% | 114 |
|