Stonebridge Financial Planning Group’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 | $1.5M | Buy |
5,367
+411
| +8% | +$115K | 0.63% | 53 |
|
|
2025
Q1 | $1.28M | Buy |
4,956
+390
| +9% | +$101K | 0.59% | 56 |
|
|
2024
Q4 | $1.21M | Buy |
4,566
+881
| +24% | +$233K | 0.54% | 57 |
|
|
2024
Q3 | $972K | Buy |
3,685
+302
| +9% | +$79.7K | 0.46% | 62 |
|
|
2024
Q2 | $819K | Buy |
3,383
+1,030
| +44% | +$249K | 0.41% | 66 |
|
|
2024
Q1 | $588K | Buy |
2,353
+706
| +43% | +$176K | 0.31% | 88 |
|
|
2023
Q4 | $383K | Buy |
+1,647
| New | +$383K | 0.22% | 109 |
|
|
2022
Q3 | – | Sell |
-2,079
| Closed | -$410K | – | 123 |
|
|
2022
Q2 | $410K | Buy |
+2,079
| New | +$410K | 0.28% | 82 |
|