VBFP
Valtinson Bruner Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
11,171
+526
| +5% | +$147K | 0.98% | 22 |
|
|
2025
Q1 | $2.75M | Buy |
10,645
+192
| +2% | +$49.7K | 0.93% | 22 |
|
|
2024
Q4 | $2.76M | Sell |
10,453
-62
| -0.6% | -$16.4K | 0.96% | 25 |
|
|
2024
Q3 | $2.77M | Buy |
10,515
+1,083
| +11% | +$286K | 0.97% | 23 |
|
|
2024
Q2 | $2.28M | Buy |
9,432
+156
| +2% | +$37.8K | 0.91% | 32 |
|
|
2024
Q1 | $2.32M | Buy |
9,276
+2,582
| +39% | +$645K | 0.99% | 30 |
|
|
2023
Q4 | $1.56M | Buy |
6,694
+43
| +0.6% | +$10K | 0.8% | 39 |
|
|
2023
Q3 | $1.39M | Buy |
6,651
+257
| +4% | +$53.5K | 0.76% | 43 |
|
|
2023
Q2 | $1.41M | Sell |
6,394
-497
| -7% | -$109K | 0.76% | 45 |
|
|
2023
Q1 | $1.45M | Sell |
6,891
-194
| -3% | -$40.9K | 0.83% | 37 |
|
|
2022
Q4 | $1.5M | Sell |
7,085
-20
| -0.3% | -$4.23K | 0.87% | 38 |
|
|
2022
Q3 | $1.34M | Buy |
7,105
+408
| +6% | +$76.7K | 0.82% | 41 |
|
|
2022
Q2 | $1.32M | Buy |
6,697
+836
| +14% | +$165K | 0.8% | 41 |
|
|
2022
Q1 | $1.37M | Buy |
5,861
+640
| +12% | +$149K | 0.78% | 43 |
|
|
2021
Q4 | $1.33M | Sell |
5,221
-69
| -1% | -$17.6K | 0.73% | 44 |
|
|
2021
Q3 | $1.33M | Buy |
5,290
+618
| +13% | +$155K | 0.73% | 42 |
|
|
2021
Q2 | $1.11M | Buy |
4,672
+2,233
| +92% | +$532K | 0.64% | 42 |
|
|
2021
Q1 | $562K | Buy |
2,439
+966
| +66% | +$223K | 0.33% | 48 |
|
|
2020
Q4 | $312K | Buy |
1,473
+329
| +29% | +$69.7K | 0.2% | 64 |
|
|
2020
Q3 | $205K | Buy |
+1,144
| New | +$205K | 0.14% | 70 |
|
|
2020
Q2 | – | Sell |
-1,784
| Closed | -$262K | – | 82 |
|
|
2020
Q1 | $262K | Buy |
1,784
+238
| +15% | +$35K | 0.21% | 57 |
|
|
2019
Q4 | $276K | Buy |
+1,546
| New | +$276K | 0.2% | 60 |
|