Sterling Financial 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 | $550K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $533K | Sell |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $536K | Buy |
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