Ziegler Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.29M | Buy |
21,162
+286
| +1% | +$71.5K | 0.2% | 152 |
|
|
2023
Q4 | $4.86M | Buy |
20,876
+103
| +0.5% | +$24K | 0.22% | 106 |
|
|
2023
Q3 | $4.33M | Buy |
20,773
+75
| +0.4% | +$15.6K | 0.17% | 175 |
|
|
2023
Q2 | $4.56M | Buy |
20,698
+76
| +0.4% | +$16.7K | 0.17% | 174 |
|
|
2023
Q1 | $4.35M | Buy |
20,622
+74
| +0.4% | +$15.6K | 0.17% | 175 |
|
|
2022
Q4 | $4.19M | Buy |
20,548
+110
| +0.5% | +$22.4K | 0.18% | 171 |
|
|
2022
Q3 | $3.84M | Buy |
20,438
+85
| +0.4% | +$16K | 0.17% | 174 |
|
|
2022
Q2 | $4.01M | Buy |
20,353
+521
| +3% | +$103K | 0.16% | 176 |
|
|
2022
Q1 | $4.72M | Buy |
19,832
+61
| +0.3% | +$14.5K | 0.2% | 156 |
|
|
2021
Q4 | $5.04M | Sell |
19,771
-7,545
| -28% | -$1.92M | 0.18% | 170 |
|
|
2021
Q3 | $6.47M | Buy |
27,316
+71
| +0.3% | +$16.8K | 0.23% | 155 |
|
|
2021
Q2 | $6.47M | Buy |
27,245
+79
| +0.3% | +$18.8K | 0.22% | 166 |
|
|
2021
Q1 | $6.01M | Buy |
27,166
+1,166
| +4% | +$258K | 0.19% | 175 |
|
|
2020
Q4 | $5.38M | Hold |
26,000
| – | – | 0.18% | 187 |
|
|
2020
Q3 | $4.58M | Hold |
26,000
| – | – | 0.18% | 195 |
|
|
2020
Q2 | $4.26M | Hold |
26,000
| – | – | 0.14% | 208 |
|
|
2020
Q1 | $3.42M | Buy |
+26,000
| New | +$3.42M | 0.09% | 241 |
|