WFPG
Waller Financial Planning Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
31,349
+3,366
| +12% | +$942K | 2.12% | 12 |
|
|
2025
Q1 | $7.24M | Sell |
27,983
-4,258
| -13% | -$1.1M | 2.03% | 11 |
|
|
2024
Q4 | $8.52M | Buy |
32,241
+1,816
| +6% | +$480K | 2.15% | 11 |
|
|
2024
Q3 | $8.03M | Sell |
30,425
-384
| -1% | -$101K | 1.99% | 13 |
|
|
2024
Q2 | $7.46M | Sell |
30,809
-775
| -2% | -$188K | 2% | 13 |
|
|
2024
Q1 | $7.89M | Sell |
31,584
-951
| -3% | -$238K | 2.1% | 13 |
|
|
2023
Q4 | $7.57M | Sell |
32,535
-44
| -0.1% | -$10.2K | 1.99% | 14 |
|
|
2023
Q3 | $6.78M | Sell |
32,579
-444
| -1% | -$92.5K | 1.97% | 14 |
|
|
2023
Q2 | $7.27M | Buy |
33,023
+1,811
| +6% | +$399K | 2.01% | 13 |
|
|
2023
Q1 | $6.58M | Sell |
31,212
-4,736
| -13% | -$999K | 1.87% | 13 |
|
|
2022
Q4 | $7.33M | Sell |
35,948
-1,676
| -4% | -$342K | 2.13% | 12 |
|
|
2022
Q3 | $7.07M | Buy |
37,624
+1,258
| +3% | +$236K | 2.16% | 12 |
|
|
2022
Q2 | $7.16M | Buy |
36,366
+2,221
| +7% | +$437K | 2.1% | 12 |
|
|
2022
Q1 | $8.12M | Buy |
34,145
+2,935
| +9% | +$698K | 2.15% | 11 |
|
|
2021
Q4 | $7.95M | Buy |
31,210
+574
| +2% | +$146K | 1.99% | 12 |
|
|
2021
Q3 | $7.25M | Sell |
30,636
-1
| -0% | -$237 | 1.93% | 13 |
|
|
2021
Q2 | $7.27M | Sell |
30,637
-305
| -1% | -$72.4K | 1.95% | 12 |
|
|
2021
Q1 | $6.85M | Sell |
30,942
-709
| -2% | -$157K | 1.97% | 12 |
|
|
2020
Q4 | $6.54M | Buy |
31,651
+704
| +2% | +$146K | 2.04% | 12 |
|
|
2020
Q3 | $5.46M | Sell |
30,947
-195
| -0.6% | -$34.4K | 2% | 16 |
|
|
2020
Q2 | $5.11M | Sell |
31,142
-4,896
| -14% | -$803K | 1.99% | 16 |
|
|
2020
Q1 | $4.74M | Buy |
36,038
+14,120
| +64% | +$1.86M | 2.48% | 17 |
|
|
2019
Q4 | $3.91M | Sell |
21,918
-810
| -4% | -$144K | 1.96% | 18 |
|
|
2019
Q3 | $3.87M | Sell |
22,728
-2,008
| -8% | -$341K | 2.05% | 18 |
|
|
2019
Q2 | $4.2M | Sell |
24,736
-1,017
| -4% | -$173K | 2.34% | 17 |
|
|
2019
Q1 | $4.26M | Sell |
25,753
-1,862
| -7% | -$308K | 2.47% | 17 |
|
|
2018
Q4 | $3.82M | Buy |
+27,615
| New | +$3.82M | 2.64% | 17 |
|