Mesirow Financial Investment Management - Fixed Income’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.81M | Sell |
18,226
-1,792
| -9% | -$473K | 4.89% | 6 |
|
|
2024
Q3 | $5.28M | Buy |
20,018
+1,533
| +8% | +$404K | 5.27% | 6 |
|
|
2024
Q2 | $4.48M | Hold |
18,485
| – | – | 3.85% | 6 |
|
|
2024
Q1 | $4.62M | Hold |
18,485
| – | – | 6.11% | 4 |
|
|
2023
Q4 | $4.3M | Hold |
18,485
| – | – | 6.43% | 4 |
|
|
2023
Q3 | $3.85M | Sell |
18,485
-1,590
| -8% | -$331K | 4.35% | 6 |
|
|
2023
Q2 | $4.42M | Hold |
20,075
| – | – | 7.14% | 4 |
|
|
2023
Q1 | $4.23M | Hold |
20,075
| – | – | 3.13% | 5 |
|
|
2022
Q4 | $4.09M | Hold |
20,075
| – | – | 6.43% | 4 |
|
|
2022
Q3 | $3.77M | Hold |
20,075
| – | – | 6.81% | 4 |
|
|
2022
Q2 | $3.95M | Hold |
20,075
| – | – | 0.51% | 81 |
|
|
2022
Q1 | $4.78M | Hold |
20,075
| – | – | 0.53% | 78 |
|
|
2021
Q4 | $5.12M | Hold |
20,075
| – | – | 0.56% | 81 |
|
|
2021
Q3 | $4.75M | Hold |
20,075
| – | – | 0.55% | 80 |
|
|
2021
Q2 | $4.77M | Buy |
20,075
+12,160
| +154% | +$2.89M | 0.53% | 83 |
|
|
2021
Q1 | $1.75M | Hold |
7,915
| – | – | 0.2% | 121 |
|
|
2020
Q4 | $1.64M | Hold |
7,915
| – | – | 0.22% | 114 |
|
|
2020
Q3 | $1.4M | Hold |
7,915
| – | – | 0.24% | 109 |
|
|
2020
Q2 | $1.3M | Buy |
+7,915
| New | +$1.3M | 0.24% | 107 |
|