Prosperity Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Sell |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $242K | Buy |
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