Cozad Asset 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 | $11.8M | Buy |
164,876
+656
| +0.4% | +$48.7K | 0.93% | 27 |
|
|
2025
Q4 | $11.9M | Buy |
164,220
+6,984
| +4% | +$508K | 0.92% | 27 |
|
|
2025
Q3 | $11.5M | Buy |
157,236
+2,760
| +2% | +$198K | 0.92% | 27 |
|
|
2025
Q2 | $10.8M | Buy |
154,476
+2,880
| +2% | +$189K | 0.94% | 29 |
|
|
2025
Q1 | $9.8M | Buy |
151,596
+2,284
| +2% | +$153K | 0.98% | 29 |
|
|
2024
Q4 | $9.86M | Buy |
149,312
+13,008
| +10% | +$883K | 0.92% | 28 |
|
|
2024
Q3 | $8.99M | Buy |
136,304
+6,188
| +5% | +$389K | 0.86% | 30 |
|
|
2024
Q2 | $7.88M | Buy |
130,116
+4,028
| +3% | +$245K | 0.79% | 33 |
|
|
2024
Q1 | $7.88M | Buy |
126,088
+4,240
| +3% | +$251K | 0.82% | 34 |
|
|
2023
Q4 | $7.09M | Buy |
121,848
+1,604
| +1% | +$85.7K | 0.82% | 32 |
|
|
2023
Q3 | $6.26M | Buy |
120,244
+2,244
| +2% | +$123K | 0.81% | 34 |
|
|
2023
Q2 | $6.49M | Buy |
118,000
+4,024
| +4% | +$211K | 0.81% | 35 |
|
|
2023
Q1 | $6.01M | Sell |
113,976
-3,592
| -3% | -$191K | 0.8% | 33 |
|
|
2022
Q4 | $5.99M | Sell |
117,568
-1,736
| -1% | -$88.4K | 0.84% | 33 |
|
|
2022
Q3 | $5.61M | Sell |
119,304
-420
| -0.4% | -$21.9K | 0.91% | 30 |
|
|
2022
Q2 | $5.9M | Sell |
119,724
-3,552
| -3% | -$192K | 0.92% | 29 |
|
|
2022
Q1 | $7.33M | Buy |
123,276
+2,700
| +2% | +$158K | 1.03% | 24 |
|
|
2021
Q4 | $7.68M | Buy |
120,576
+13,540
| +13% | +$849K | 1.09% | 25 |
|
|
2021
Q3 | $6.33M | Buy |
107,036
+7,272
| +7% | +$439K | 0.99% | 31 |
|
|
2021
Q2 | $5.92M | Sell |
99,764
-3,116
| -3% | -$181K | 0.93% | 30 |
|
|
2021
Q1 | $5.69M | Buy |
102,880
+1,360
| +1% | +$73.8K | 0.93% | 31 |
|
|
2020
Q4 | $5.25M | Buy |
101,520
+3,720
| +4% | +$180K | 0.94% | 29 |
|
|
2020
Q3 | $4.31M | Buy |
97,800
+220
| +0.2% | +$9.59K | 0.81% | 34 |
|
|
2020
Q2 | $4M | Buy |
+97,580
| New | +$3.74M | 0.81% | 33 |
|
Other funds holding VO
