CSIA
Conrad Siegel Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
117,168
+539
| +0.5% | +$151K | 7.36% | 4 |
|
|
2025
Q1 | $30.2M | Sell |
116,629
-182
| -0.2% | -$47.1K | 7.74% | 4 |
|
|
2024
Q4 | $30.9M | Buy |
116,811
+215
| +0.2% | +$56.8K | 8.31% | 4 |
|
|
2024
Q3 | $30.8M | Sell |
116,596
-158
| -0.1% | -$41.7K | 8.31% | 4 |
|
|
2024
Q2 | $28.3M | Sell |
116,754
-4,611
| -4% | -$1.12M | 8.21% | 4 |
|
|
2024
Q1 | $30.3M | Sell |
121,365
-4,178
| -3% | -$1.04M | 8.87% | 4 |
|
|
2023
Q4 | $29.2M | Buy |
125,543
+281
| +0.2% | +$65.4K | 13.28% | 4 |
|
|
2023
Q3 | $26.1M | Buy |
125,262
+68,473
| +121% | +$14.3M | 13.47% | 4 |
|
|
2023
Q2 | $12.5M | Buy |
56,789
+4,658
| +9% | +$1.03M | 9.7% | 4 |
|
|
2023
Q1 | $11M | Buy |
52,131
+1,808
| +4% | +$381K | 9.75% | 4 |
|
|
2022
Q4 | $10.3M | Buy |
50,323
+2,936
| +6% | +$598K | 10.25% | 4 |
|
|
2022
Q3 | $8.91M | Buy |
47,387
+14,943
| +46% | +$2.81M | 10.05% | 4 |
|
|
2022
Q2 | $6.39M | Sell |
32,444
-7,820
| -19% | -$1.54M | 6.94% | 5 |
|
|
2022
Q1 | $9.58M | Sell |
40,264
-246
| -0.6% | -$58.5K | 8.69% | 4 |
|
|
2021
Q4 | $9.59M | Buy |
+40,510
| New | +$9.59M | 8.33% | 4 |
|