Plante Moran Financial Advisors’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 | $1.18M | Buy |
4,206
+1,115
| +36% | +$312K | 0.08% | 41 |
|
|
2025
Q1 | $799K | Buy |
3,091
+121
| +4% | +$31.3K | 0.07% | 49 |
|
|
2024
Q4 | $784K | Buy |
2,970
+1,334
| +82% | +$352K | 0.07% | 58 |
|
|
2024
Q3 | $432K | Hold |
1,636
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $396K | Sell |
1,636
-228
| -12% | -$55.2K | 0.04% | 96 |
|
|
2024
Q1 | $466K | Buy |
1,864
+764
| +69% | +$191K | 0.05% | 86 |
|
|
2023
Q4 | $256K | Sell |
1,100
-113
| -9% | -$26.3K | 0.03% | 136 |
|
|
2023
Q3 | $253K | Buy |
1,213
+270
| +29% | +$56.2K | 0.03% | 127 |
|
|
2023
Q2 | $208K | Buy |
943
+49
| +5% | +$10.8K | 0.02% | 148 |
|
|
2023
Q1 | $189K | Buy |
894
+302
| +51% | +$63.7K | 0.03% | 155 |
|
|
2022
Q4 | $121K | Sell |
592
-100
| -14% | -$20.4K | 0.02% | 209 |
|
|
2022
Q3 | $130K | Buy |
692
+123
| +22% | +$23.1K | 0.02% | 181 |
|
|
2022
Q2 | $112K | Buy |
569
+305
| +116% | +$60K | 0.02% | 200 |
|
|
2022
Q1 | $63K | Buy |
264
+102
| +63% | +$24.3K | 0.01% | 295 |
|
|
2021
Q4 | $41K | Sell |
162
-85
| -34% | -$21.5K | 0.01% | 406 |
|
|
2021
Q3 | $58K | Sell |
247
-17
| -6% | -$3.99K | 0.01% | 363 |
|
|
2021
Q2 | $63K | Buy |
264
+40
| +18% | +$9.55K | 0.02% | 324 |
|
|
2021
Q1 | $50K | Hold |
224
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $46K | Buy |
224
+200
| +833% | +$41.1K | 0.01% | 373 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $4K | Sell |
24
-2,398
| -99% | -$400K | ﹤0.01% | 623 |
|
|
2020
Q1 | $319K | Buy |
2,422
+2,398
| +9,992% | +$316K | 0.15% | 88 |
|
|
2019
Q4 | $4K | Sell |
24
-645
| -96% | -$108K | ﹤0.01% | 645 |
|
|
2019
Q3 | $112K | Hold |
669
| – | – | 0.03% | 227 |
|
|
2019
Q2 | $112K | Sell |
669
-60
| -8% | -$10K | 0.03% | 208 |
|
|
2019
Q1 | $117K | Sell |
729
-75
| -9% | -$12K | 0.04% | 204 |
|
|
2018
Q4 | $111K | Hold |
804
| – | – | 0.04% | 196 |
|
|
2018
Q3 | $132K | Buy |
804
+360
| +81% | +$59.1K | 0.04% | 183 |
|
|
2018
Q2 | $70K | Buy |
+444
| New | +$70K | 0.04% | 268 |
|
|
2016
Q1 | – | Sell |
-140
| Closed | -$17K | – | 1044 |
|
|
2015
Q4 | $17K | Buy |
+140
| New | +$17K | 0.01% | 481 |
|
|
2015
Q3 | – | Sell |
-202
| Closed | -$26K | – | 749 |
|
|
2015
Q2 | $26K | Hold |
202
| – | – | 0.02% | 393 |
|
|
2015
Q1 | $27K | Hold |
202
| – | – | 0.02% | 371 |
|
|
2014
Q4 | $25K | Hold |
202
| – | – | 0.02% | 382 |
|
|
2014
Q3 | $24K | Hold |
202
| – | – | 0.02% | 379 |
|
|
2014
Q2 | $24K | Hold |
202
| – | – | 0.02% | 358 |
|
|
2014
Q1 | $23K | Buy |
+202
| New | +$23K | 0.03% | 235 |
|