WealthPlan Investment Management’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
2023 Q1	–	Sell	-2,145	Closed	-$476K	–	575
2022 Q4	$476K	Sell	2,145 -171	-7%	-$38K	0.03%	263
2022 Q3	$484K	Buy	+2,316	New	+$484K	0.04%	247
2022 Q1	$540K	Buy	+2,470	New	+$540K	0.04%	241