Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34
| Closed | -$8.97K | – | 622 |
|
|
2024
Q3 | $8.97K | Buy |
+34
| New | +$8.97K | ﹤0.01% | 458 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$7.91K | – | 539 |
|
|
2023
Q4 | $7.91K | Buy |
+34
| New | +$7.91K | ﹤0.01% | 438 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$7K | – | 397 |
|
|
2020
Q4 | $7K | Hold |
34
| – | – | 0.01% | 354 |
|
|
2020
Q3 | $6K | Buy |
+34
| New | +$6K | 0.01% | 274 |
|