Prosperity Planning’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 | $330K | Hold |
1,181
| – | – | 0.1% | 90 |
|
|
2025
Q1 | $305K | Hold |
1,181
| – | – | 0.1% | 86 |
|
|
2024
Q4 | $312K | Sell |
1,181
-19
| -2% | -$5.02K | 0.1% | 87 |
|
|
2024
Q3 | $317K | Buy |
1,200
+62
| +5% | +$16.4K | 0.1% | 89 |
|
|
2024
Q2 | $276K | Hold |
1,138
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $284K | Sell |
1,138
-15
| -1% | -$3.75K | 0.1% | 85 |
|
|
2023
Q4 | $268K | Buy |
1,153
+12
| +1% | +$2.79K | 0.1% | 84 |
|
|
2023
Q3 | $238K | Sell |
1,141
-1
| -0.1% | -$208 | 0.1% | 81 |
|
|
2023
Q2 | $251K | Hold |
1,142
| – | – | 0.1% | 81 |
|
|
2023
Q1 | $241K | Hold |
1,142
| – | – | 0.11% | 79 |
|
|
2022
Q4 | $233K | Hold |
1,142
| – | – | 0.12% | 73 |
|
|
2022
Q3 | $215K | Hold |
1,142
| – | – | 0.11% | 81 |
|
|
2022
Q2 | $225K | Hold |
1,142
| – | – | 0.12% | 71 |
|
|
2022
Q1 | $272K | Hold |
1,142
| – | – | 0.13% | 64 |
|
|
2021
Q4 | $291K | Sell |
1,142
-12
| -1% | -$3.06K | 0.15% | 61 |
|
|
2021
Q3 | $273K | Hold |
1,154
| – | – | 0.15% | 66 |
|
|
2021
Q2 | $274K | Sell |
1,154
-7
| -0.6% | -$1.66K | 0.17% | 63 |
|
|
2021
Q1 | $257K | Sell |
1,161
-7
| -0.6% | -$1.55K | 0.18% | 65 |
|
|
2020
Q4 | $242K | Buy |
+1,168
| New | +$242K | 0.21% | 61 |
|