Planning Directions’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Sell |
25,400
-3,148
| -11% | -$234K | 0.92% | 23 |
|
|
2025
Q4 | $2.07M | Sell |
28,548
-3,684
| -11% | -$268K | 1.04% | 19 |
|
|
2025
Q3 | $2.37M | Buy |
32,232
+640
| +2% | +$46K | 1.24% | 19 |
|
|
2025
Q2 | $2.21M | Buy |
31,592
+936
| +3% | +$61.4K | 1.24% | 18 |
|
|
2025
Q1 | $1.98M | Sell |
30,656
-576
| -2% | -$38.7K | 0.85% | 32 |
|
|
2024
Q4 | $2.06M | Buy |
31,232
+2,244
| +8% | +$152K | 1.2% | 16 |
|
|
2024
Q3 | $1.91M | Buy |
28,988
+436
| +2% | +$27.4K | 1.14% | 16 |
|
|
2024
Q2 | $1.73M | Buy |
28,552
+388
| +1% | +$23.6K | 1.18% | 16 |
|
|
2024
Q1 | $1.76M | Buy |
28,164
+736
| +3% | +$43.5K | 1.22% | 16 |
|
|
2023
Q4 | $1.6M | Buy |
27,428
+1,196
| +5% | +$63.9K | 1.14% | 21 |
|
|
2023
Q3 | $1.37M | Sell |
26,232
-1,384
| -5% | -$75.9K | 1.05% | 22 |
|
|
2023
Q2 | $1.52M | Sell |
27,616
-1,252
| -4% | -$65.6K | 1.11% | 18 |
|
|
2023
Q1 | $1.52M | Buy |
28,868
+492
| +2% | +$26.2K | 1.13% | 19 |
|
|
2022
Q4 | $1.45M | Sell |
28,376
-392
| -1% | -$20K | 1.1% | 20 |
|
|
2022
Q3 | $1.35M | Buy |
28,768
+820
| +3% | +$42.9K | 1.09% | 20 |
|
|
2022
Q2 | $1.38M | Sell |
27,948
-140
| -0.5% | -$7.56K | 1.05% | 21 |
|
|
2022
Q1 | $1.67M | Sell |
28,088
-556
| -2% | -$32.6K | 1.17% | 21 |
|
|
2021
Q4 | $1.82M | Buy |
28,644
+1,068
| +4% | +$66.9K | 1.21% | 20 |
|
|
2021
Q3 | $1.63M | Buy |
27,576
+1,056
| +4% | +$63.8K | 1.19% | 21 |
|
|
2021
Q2 | $1.57M | Sell |
26,520
-292
| -1% | -$16.9K | 1.15% | 22 |
|
|
2021
Q1 | $1.48M | Sell |
26,812
-708
| -3% | -$38.4K | 1.17% | 21 |
|
|
2020
Q4 | $1.42M | Sell |
27,520
-20
| -0.1% | -$968 | 1.15% | 21 |
|
|
2020
Q3 | $1.21M | Sell |
27,540
-892
| -3% | -$38.9K | 1.07% | 21 |
|
|
2020
Q2 | $1.17M | Buy |
+28,432
| New | +$1.09M | 1.09% | 21 |
|
|
2020
Q1 | – | Sell |
-29,300
| Closed | -$1.3M | – | 97 |
|
|
2019
Q4 | $1.3M | Sell |
29,300
-2,832
| -9% | -$122K | 1.21% | 20 |
|
|
2019
Q3 | $1.35M | Sell |
32,132
-2,828
| -8% | -$118K | 1.29% | 19 |
|
|
2019
Q2 | $1.46M | Buy |
34,960
+568
| +2% | +$23.2K | 1.48% | 18 |
|
|
2019
Q1 | $1.38M | Buy |
34,392
+4,216
| +14% | +$162K | 1.64% | 18 |
|
|
2018
Q4 | $1.04M | Sell |
30,176
-296
| -1% | -$11.1K | 1.29% | 21 |
|
|
2018
Q3 | $1.25M | Buy |
30,472
+672
| +2% | +$27.4K | 1.16% | 21 |
|
|
2018
Q2 | $1.17M | Sell |
29,800
-2,548
| -8% | -$100K | 1.13% | 22 |
|
|
2018
Q1 | $1.25M | Buy |
+32,348
| New | +$1.27M | 1.22% | 18 |
|
Other funds holding VO
Planning Directions's VO Position: Q1 2026 in Review
Planning Directions reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, selling an estimated $234K and leaving 25,400 shares worth $1.82M. The position accounts for 0.92% of the portfolio, ranked #23.
Planning Directions first reported a position in VO in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.37M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Planning Directions held 25,400 shares of Vanguard Mid-Cap ETF worth $1.82M as of Q1 2026.
- Planning Directions sold 3,148 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $234K.
- Vanguard Mid-Cap ETF made up 0.92% of Planning Directions's portfolio in Q1 2026, its #23 holding.
- Planning Directions first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's Vanguard Mid-Cap ETF position peaked at $2.37M in Q3 2025.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.