WealthPlan Investment Management’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
2026
Q1
$241K Buy
2023
Q1
Sell
2022
Q4
$476K Sell
2022
Q3
$484K Buy
2022
Q1
$540K Buy