PFA
Plotkin Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
857
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $222K | Hold |
857
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $226K | Hold |
857
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $226K | Buy |
+857
| New | +$226K | 0.14% | 84 |
|
|
2024
Q2 | – | Sell |
-818
| Closed | -$204K | – | 91 |
|
|
2024
Q1 | $204K | Buy |
+818
| New | +$204K | 0.14% | 87 |
|
|
2022
Q1 | – | Sell |
-818
| Closed | -$208K | – | 93 |
|
|
2021
Q4 | $208K | Buy |
+818
| New | +$208K | 0.13% | 82 |
|
|
2021
Q3 | – | Sell |
-1,103
| Closed | -$262K | – | 104 |
|
|
2021
Q2 | $262K | Buy |
+1,103
| New | +$262K | 0.14% | 82 |
|