Sterling Financial Planning’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 | $533K | Sell |
1,906
-8
| -0.4% | -$2.24K | 0.18% | 68 |
|
|
2025
Q1 | $495K | Buy |
1,914
+54
| +3% | +$14K | 0.18% | 73 |
|
|
2024
Q4 | $491K | Sell |
1,860
-14
| -0.7% | -$3.7K | 0.18% | 73 |
|
|
2024
Q3 | $494K | Sell |
1,874
-30
| -2% | -$7.91K | 0.18% | 74 |
|
|
2024
Q2 | $461K | Sell |
1,904
-29
| -2% | -$7.02K | 0.19% | 75 |
|
|
2024
Q1 | $483K | Sell |
1,933
-106
| -5% | -$26.5K | 0.2% | 73 |
|
|
2023
Q4 | $474K | Buy |
2,039
+2
| +0.1% | +$465 | 0.21% | 72 |
|
|
2023
Q3 | $424K | Sell |
2,037
-131
| -6% | -$27.3K | 0.22% | 68 |
|
|
2023
Q2 | $477K | Sell |
2,168
-72
| -3% | -$15.9K | 0.24% | 67 |
|
|
2023
Q1 | $472K | Sell |
2,240
-363
| -14% | -$76.6K | 0.26% | 63 |
|
|
2022
Q4 | $531K | Sell |
2,603
-2
| -0.1% | -$408 | 0.32% | 58 |
|
|
2022
Q3 | $490K | Sell |
2,605
-99
| -4% | -$18.6K | 0.34% | 55 |
|
|
2022
Q2 | $533K | Sell |
2,704
-109
| -4% | -$21.5K | 0.37% | 47 |
|
|
2022
Q1 | $669K | Sell |
2,813
-83
| -3% | -$19.7K | 0.42% | 44 |
|
|
2021
Q4 | $738K | Buy |
2,896
+86
| +3% | +$21.9K | 0.46% | 40 |
|
|
2021
Q3 | $665K | Buy |
2,810
+573
| +26% | +$136K | 0.42% | 40 |
|
|
2021
Q2 | $531K | Sell |
2,237
-100
| -4% | -$23.7K | 0.34% | 45 |
|
|
2021
Q1 | $517K | Sell |
2,337
-253
| -10% | -$56K | 0.37% | 44 |
|
|
2020
Q4 | $536K | Buy |
+2,590
| New | +$536K | 0.43% | 39 |
|