Retirement Planning Group (Kansas)’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 | $5.47M | Sell |
19,557
-926
| -5% | -$259K | 0.23% | 41 |
|
|
2025
Q1 | $5.3M | Sell |
20,483
-783
| -4% | -$202K | 0.25% | 37 |
|
|
2024
Q4 | $5.62M | Sell |
21,266
-9,071
| -30% | -$2.4M | 0.28% | 36 |
|
|
2024
Q3 | $8M | Buy |
30,337
+17,427
| +135% | +$4.6M | 0.44% | 31 |
|
|
2024
Q2 | $3.13M | Sell |
12,910
-411
| -3% | -$99.5K | 0.2% | 50 |
|
|
2024
Q1 | $3.33M | Buy |
13,321
+9,419
| +241% | +$2.35M | 0.25% | 45 |
|
|
2023
Q4 | $908K | Buy |
3,902
+1,489
| +62% | +$346K | 0.08% | 84 |
|
|
2023
Q3 | $503K | Buy |
2,413
+438
| +22% | +$91.2K | 0.05% | 99 |
|
|
2023
Q2 | $435K | Buy |
1,975
+43
| +2% | +$9.47K | 0.04% | 112 |
|
|
2023
Q1 | $408K | Buy |
1,932
+408
| +27% | +$86.1K | 0.04% | 104 |
|
|
2022
Q4 | $311K | Buy |
+1,524
| New | +$311K | 0.04% | 112 |
|
|
2022
Q3 | – | Sell |
-1,113
| Closed | -$219K | – | 138 |
|
|
2022
Q2 | $219K | Sell |
1,113
-346
| -24% | -$68.1K | 0.03% | 105 |
|
|
2022
Q1 | $347K | Sell |
1,459
-201
| -12% | -$47.8K | 0.04% | 83 |
|
|
2021
Q4 | $423K | Buy |
1,660
+87
| +6% | +$22.2K | 0.04% | 76 |
|
|
2021
Q3 | $372K | Buy |
1,573
+40
| +3% | +$9.46K | 0.04% | 65 |
|
|
2021
Q2 | $364K | Buy |
1,533
+163
| +12% | +$38.7K | 0.04% | 64 |
|
|
2021
Q1 | $303K | Buy |
1,370
+65
| +5% | +$14.4K | 0.04% | 53 |
|
|
2020
Q4 | $270K | Buy |
+1,305
| New | +$270K | 0.04% | 54 |
|