Valtinson Bruner 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
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $276K | Buy |
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