Plante Moran Financial Advisors’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 | $1.17M | Buy |
16,288
+632
| +4% | +$47K | 0.08% | 35 |
|
|
2025
Q4 | $1.14M | Sell |
15,656
-1,308
| -8% | -$95.1K | 0.07% | 43 |
|
|
2025
Q3 | $1.25M | Buy |
16,964
+140
| +0.8% | +$10.1K | 0.08% | 38 |
|
|
2025
Q2 | $1.18M | Buy |
16,824
+4,460
| +36% | +$293K | 0.08% | 41 |
|
|
2025
Q1 | $799K | Buy |
12,364
+484
| +4% | +$32.5K | 0.07% | 49 |
|
|
2024
Q4 | $784K | Buy |
11,880
+5,336
| +82% | +$362K | 0.07% | 58 |
|
|
2024
Q3 | $432K | Hold |
6,544
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $396K | Sell |
6,544
-912
| -12% | -$55.4K | 0.04% | 96 |
|
|
2024
Q1 | $466K | Buy |
7,456
+3,056
| +69% | +$181K | 0.05% | 86 |
|
|
2023
Q4 | $256K | Sell |
4,400
-452
| -9% | -$24.1K | 0.03% | 136 |
|
|
2023
Q3 | $253K | Buy |
4,852
+1,080
| +29% | +$59.2K | 0.03% | 127 |
|
|
2023
Q2 | $208K | Buy |
3,772
+196
| +5% | +$10.3K | 0.02% | 148 |
|
|
2023
Q1 | $189K | Buy |
3,576
+1,208
| +51% | +$64.3K | 0.03% | 155 |
|
|
2022
Q4 | $121K | Sell |
2,368
-400
| -14% | -$20.4K | 0.02% | 209 |
|
|
2022
Q3 | $130K | Buy |
2,768
+492
| +22% | +$25.7K | 0.02% | 181 |
|
|
2022
Q2 | $112K | Buy |
2,276
+1,220
| +116% | +$65.9K | 0.02% | 201 |
|
|
2022
Q1 | $63K | Buy |
1,056
+408
| +63% | +$23.9K | 0.01% | 295 |
|
|
2021
Q4 | $41K | Sell |
648
-340
| -34% | -$21.3K | 0.01% | 406 |
|
|
2021
Q3 | $58K | Sell |
988
-68
| -6% | -$4.11K | 0.01% | 363 |
|
|
2021
Q2 | $63K | Buy |
1,056
+160
| +18% | +$9.27K | 0.02% | 324 |
|
|
2021
Q1 | $50K | Hold |
896
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $46K | Buy |
896
+800
| +833% | +$38.7K | 0.01% | 373 |
|
|
2020
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $4K | Sell |
96
-9,592
| -99% | -$367K | ﹤0.01% | 624 |
|
|
2020
Q1 | $319K | Buy |
9,688
+9,592
| +9,992% | +$397K | 0.15% | 88 |
|
|
2019
Q4 | $4K | Sell |
96
-2,580
| -96% | -$111K | ﹤0.01% | 646 |
|
|
2019
Q3 | $112K | Hold |
2,676
| – | – | 0.03% | 227 |
|
|
2019
Q2 | $112K | Sell |
2,676
-240
| -8% | -$9.82K | 0.03% | 210 |
|
|
2019
Q1 | $117K | Sell |
2,916
-300
| -9% | -$11.5K | 0.04% | 206 |
|
|
2018
Q4 | $111K | Hold |
3,216
| – | – | 0.04% | 198 |
|
|
2018
Q3 | $132K | Buy |
3,216
+1,440
| +81% | +$58.8K | 0.04% | 185 |
|
|
2018
Q2 | $70K | Buy |
+1,776
| New | +$69.7K | 0.04% | 270 |
|
|
2016
Q1 | – | Sell |
-560
| Closed | -$17K | – | 1044 |
|
|
2015
Q4 | $17K | Buy |
+560
| New | +$17.1K | 0.01% | 481 |
|
|
2015
Q3 | – | Sell |
-808
| Closed | -$26K | – | 750 |
|
|
2015
Q2 | $26K | Hold |
808
| – | – | 0.02% | 394 |
|
|
2015
Q1 | $27K | Hold |
808
| – | – | 0.02% | 371 |
|
|
2014
Q4 | $25K | Hold |
808
| – | – | 0.02% | 382 |
|
|
2014
Q3 | $24K | Hold |
808
| – | – | 0.02% | 379 |
|
|
2014
Q2 | $24K | Hold |
808
| – | – | 0.02% | 358 |
|
|
2014
Q1 | $23K | Buy |
+808
| New | +$22.4K | 0.03% | 235 |
|
Other funds holding VO
