Sensible Financial Planning & Management’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 | $3.06M | Sell |
10,942
-194
| -2% | -$54.3K | 0.58% | 20 |
|
|
2025
Q1 | $2.88M | Buy |
+11,136
| New | +$2.88M | 0.57% | 22 |
|
|
2024
Q4 | – | Sell |
-8,630
| Closed | -$2.28M | – | 48 |
|
|
2024
Q3 | $2.28M | Buy |
+8,630
| New | +$2.28M | 0.45% | 24 |
|
|
2022
Q4 | – | Sell |
-8,039
| Closed | -$1.51M | – | 45 |
|
|
2022
Q3 | $1.51M | Buy |
8,039
+425
| +6% | +$79.9K | 0.39% | 24 |
|
|
2022
Q2 | $1.5M | Buy |
7,614
+502
| +7% | +$98.9K | 0.38% | 27 |
|
|
2022
Q1 | $1.69M | Buy |
7,112
+709
| +11% | +$169K | 0.45% | 26 |
|
|
2021
Q4 | $1.63M | Buy |
6,403
+818
| +15% | +$208K | 0.46% | 27 |
|
|
2021
Q3 | $1.32M | Buy |
5,585
+256
| +5% | +$60.6K | 0.43% | 28 |
|
|
2021
Q2 | $1.27M | Sell |
5,329
-700
| -12% | -$166K | 0.43% | 29 |
|
|
2021
Q1 | $1.33M | Buy |
6,029
+1,069
| +22% | +$237K | 0.49% | 27 |
|
|
2020
Q4 | $1.03M | Sell |
4,960
-458
| -8% | -$94.7K | 0.38% | 30 |
|
|
2020
Q3 | $955K | Buy |
5,418
+1,496
| +38% | +$264K | 0.39% | 27 |
|
|
2020
Q2 | $643K | Buy |
+3,922
| New | +$643K | 0.28% | 28 |
|