PRI
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Prepared Retirement Institute’s Vanguard Mid-Cap ETF VO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Hold
1,331
0.22% 51
2025
Q1
$344K Hold
1,331
0.22% 51
2024
Q4
$351K Buy
1,331
+1
+0.1% +$264 0.2% 52
2024
Q3
$351K Sell
1,330
-4
-0.3% -$1.06K 0.21% 45
2024
Q2
$323K Hold
1,334
0.21% 53
2024
Q1
$333K Buy
1,334
+1
+0.1% +$250 0.25% 46
2023
Q4
$310K Buy
+1,333
New +$310K 0.23% 58