Planning Directions’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 | $2.21M | Buy |
7,898
+234
| +3% | +$65.5K | 1.24% | 18 |
|
|
2025
Q1 | $1.98M | Sell |
7,664
-144
| -2% | -$37.2K | 0.85% | 32 |
|
|
2024
Q4 | $2.06M | Buy |
7,808
+561
| +8% | +$148K | 1.2% | 16 |
|
|
2024
Q3 | $1.91M | Buy |
7,247
+109
| +2% | +$28.8K | 1.14% | 16 |
|
|
2024
Q2 | $1.73M | Buy |
7,138
+97
| +1% | +$23.5K | 1.18% | 16 |
|
|
2024
Q1 | $1.76M | Buy |
7,041
+184
| +3% | +$46K | 1.22% | 16 |
|
|
2023
Q4 | $1.6M | Buy |
6,857
+299
| +5% | +$69.6K | 1.14% | 21 |
|
|
2023
Q3 | $1.37M | Sell |
6,558
-346
| -5% | -$72.1K | 1.05% | 22 |
|
|
2023
Q2 | $1.52M | Sell |
6,904
-313
| -4% | -$68.9K | 1.11% | 18 |
|
|
2023
Q1 | $1.52M | Buy |
7,217
+123
| +2% | +$25.9K | 1.13% | 19 |
|
|
2022
Q4 | $1.45M | Sell |
7,094
-98
| -1% | -$20K | 1.1% | 20 |
|
|
2022
Q3 | $1.35M | Buy |
7,192
+205
| +3% | +$38.5K | 1.09% | 20 |
|
|
2022
Q2 | $1.38M | Sell |
6,987
-35
| -0.5% | -$6.89K | 1.05% | 21 |
|
|
2022
Q1 | $1.67M | Sell |
7,022
-139
| -2% | -$33.1K | 1.17% | 21 |
|
|
2021
Q4 | $1.82M | Buy |
7,161
+267
| +4% | +$68K | 1.21% | 20 |
|
|
2021
Q3 | $1.63M | Buy |
6,894
+264
| +4% | +$62.5K | 1.19% | 21 |
|
|
2021
Q2 | $1.57M | Sell |
6,630
-73
| -1% | -$17.3K | 1.15% | 22 |
|
|
2021
Q1 | $1.48M | Sell |
6,703
-177
| -3% | -$39.2K | 1.17% | 21 |
|
|
2020
Q4 | $1.42M | Sell |
6,880
-5
| -0.1% | -$1.03K | 1.15% | 21 |
|
|
2020
Q3 | $1.21M | Sell |
6,885
-223
| -3% | -$39.3K | 1.07% | 21 |
|
|
2020
Q2 | $1.17M | Buy |
+7,108
| New | +$1.17M | 1.09% | 21 |
|
|
2020
Q1 | – | Sell |
-7,325
| Closed | -$1.31M | – | 97 |
|
|
2019
Q4 | $1.31M | Sell |
7,325
-708
| -9% | -$126K | 1.21% | 20 |
|
|
2019
Q3 | $1.35M | Sell |
8,033
-707
| -8% | -$118K | 1.29% | 19 |
|
|
2019
Q2 | $1.46M | Buy |
8,740
+142
| +2% | +$23.7K | 1.48% | 18 |
|
|
2019
Q1 | $1.38M | Buy |
8,598
+1,054
| +14% | +$169K | 1.64% | 18 |
|
|
2018
Q4 | $1.04M | Sell |
7,544
-74
| -1% | -$10.2K | 1.29% | 21 |
|
|
2018
Q3 | $1.25M | Buy |
7,618
+168
| +2% | +$27.6K | 1.16% | 21 |
|
|
2018
Q2 | $1.17M | Sell |
7,450
-637
| -8% | -$100K | 1.13% | 22 |
|
|
2018
Q1 | $1.25M | Buy |
+8,087
| New | +$1.25M | 1.22% | 18 |
|