Planning Capital Management Corporation’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 Q3	$219K	Buy	830 +6	+0.7%	+$1.58K	0.15%	81
2024 Q2	$199K	Hold	824	–	–	0.14%	87
2024 Q1	$206K	Sell	824 -5	-0.6%	-$1.25K	0.15%	81
2023 Q4	$193K	Buy	+829	New	+$193K	0.15%	85