Retirement Income Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Retirement Income Solutions’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02M	Sell	55,940 -132	-0.2%	-$9.81K	0.69%	23
2025 Q4	$4.07M	Sell	56,072 -1,484	-3%	-$108K	0.69%	21
2025 Q3	$4.23M	Hold	57,556	–	–	0.72%	21
2025 Q2	$4.03M	Sell	57,556 -1,324	-2%	-$86.9K	0.74%	21
2025 Q1	$3.81M	Sell	58,880 -11,784	-17%	-$791K	0.8%	19
2024 Q4	$4.67M	Sell	70,664 -7,636	-10%	-$518K	0.94%	18
2024 Q3	$5.16M	Sell	78,300 -2,296	-3%	-$144K	1.18%	15
2024 Q2	$4.88M	Sell	80,596 -7,228	-8%	-$439K	1.18%	15
2024 Q1	$5.49M	Sell	87,824 -1,976	-2%	-$117K	1.24%	14
2023 Q4	$5.22M	Buy	89,800 +6,688	+8%	+$357K	1.3%	15
2023 Q3	$4.33M	Buy	83,112 +112	+0.1%	+$6.14K	1.21%	15
2023 Q2	$4.57M	Hold	83,000	–	–	1.22%	16
2023 Q1	$4.38M	Sell	83,000 -336	-0.4%	-$17.9K	1.28%	15
2022 Q4	$4.25M	Sell	83,336 -15,348	-16%	-$782K	1.35%	14
2022 Q3	$4.68M	Sell	98,684 -1,852	-2%	-$96.8K	1.68%	14
2022 Q2	$4.95M	Buy	100,536 +37,616	+60%	+$2.03M	1.76%	14
2022 Q1	$3.74M	Sell	62,920 -728	-1%	-$42.7K	1.03%	15
2021 Q4	$4.05M	Buy	63,648 +628	+1%	+$39.4K	1.08%	15
2021 Q3	$3.73M	Hold	63,020	–	–	1.25%	15
2021 Q2	$3.74M	Sell	63,020 -3,484	-5%	-$202K	1.28%	15
2021 Q1	$3.68M	Sell	66,504 -2,160	-3%	-$117K	1.27%	15
2020 Q4	$3.55M	Sell	68,664 -724	-1%	-$35.1K	1.29%	15
2020 Q3	$3.06M	Sell	69,388 -5,484	-7%	-$239K	1.35%	15
2020 Q2	$3.07M	Buy	74,872 +64,652	+633%	+$2.48M	1.29%	16
2020 Q1	$336K	Sell	10,220 -332	-3%	-$13.7K	0.19%	55
2019 Q4	$470K	Hold	10,552	–	–	0.2%	49
2019 Q3	$442K	Hold	10,552	–	–	0.24%	44
2019 Q2	$441K	Hold	10,552	–	–	0.24%	43
2019 Q1	$424K	Hold	10,552	–	–	0.24%	45
2018 Q4	$365K	Hold	10,552	–	–	0.24%	44
2018 Q3	$433K	Hold	10,552	–	–	0.24%	42
2018 Q2	$416K	Hold	10,552	–	–	0.25%	41
2018 Q1	$407K	Hold	10,552	–	–	0.25%	37
2017 Q4	$408K	Buy	+10,552	New	+$398K	0.24%	47