Retirement Planning Company of New England’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 | $2.81M | Sell |
10,036
-142
| -1% | -$39.7K | 1.25% | 16 |
|
|
2025
Q1 | $2.63M | Sell |
10,178
-235
| -2% | -$60.8K | 1.31% | 16 |
|
|
2024
Q4 | $2.75M | Sell |
10,413
-94
| -0.9% | -$24.8K | 1.33% | 14 |
|
|
2024
Q3 | $2.77M | Buy |
10,507
+106
| +1% | +$28K | 1.38% | 14 |
|
|
2024
Q2 | $2.52M | Buy |
10,401
+408
| +4% | +$98.8K | 1.37% | 14 |
|
|
2024
Q1 | $2.5M | Sell |
9,993
-10,175
| -50% | -$2.54M | 1.37% | 13 |
|
|
2023
Q4 | $4.69M | Buy |
20,168
+189
| +0.9% | +$44K | 2.11% | 5 |
|
|
2023
Q3 | $4.16M | Buy |
19,979
+8,805
| +79% | +$1.83M | 2.32% | 4 |
|
|
2023
Q2 | $2.46M | Sell |
11,174
-88
| -0.8% | -$19.4K | 1.42% | 11 |
|
|
2023
Q1 | $2.38M | Sell |
11,262
-80
| -0.7% | -$16.9K | 1.44% | 8 |
|
|
2022
Q4 | $2.31M | Sell |
11,342
-43
| -0.4% | -$8.76K | 1.51% | 8 |
|
|
2022
Q3 | $2.14M | Buy |
11,385
+97
| +0.9% | +$18.2K | 1.55% | 9 |
|
|
2022
Q2 | $2.22M | Buy |
11,288
+417
| +4% | +$82.1K | 1.52% | 10 |
|
|
2022
Q1 | $2.59M | Buy |
10,871
+203
| +2% | +$48.3K | 1.46% | 11 |
|
|
2021
Q4 | $2.72M | Buy |
+10,668
| New | +$2.72M | 1.32% | 11 |
|