Vertex Planning Partners’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 | $458K | Buy |
1,635
+19
| +1% | +$5.32K | 0.1% | 115 |
|
|
2025
Q1 | $418K | Buy |
1,616
+56
| +4% | +$14.5K | 0.09% | 117 |
|
|
2024
Q4 | $412K | Hold |
1,560
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $412K | Hold |
1,560
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $378K | Hold |
1,560
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $390K | Hold |
1,560
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $363K | Hold |
1,560
| – | – | 0.11% | 106 |
|
|
2023
Q3 | $325K | Hold |
1,560
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $343K | Hold |
1,560
| – | – | 0.12% | 91 |
|
|
2023
Q1 | $329K | Buy |
1,560
+325
| +26% | +$68.5K | 0.12% | 83 |
|
|
2022
Q4 | $252K | Buy |
+1,235
| New | +$252K | 0.1% | 127 |
|