Zuckerman Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
40,059
+4,578
| +13% | +$1.28M | 1.09% | 32 |
|
|
2025
Q1 | $9.18M | Buy |
35,481
+686
| +2% | +$177K | 0.98% | 38 |
|
|
2024
Q4 | $9.56M | Buy |
34,795
+1,747
| +5% | +$480K | 0.92% | 37 |
|
|
2024
Q3 | $8.72M | Buy |
33,048
+744
| +2% | +$196K | 0.9% | 37 |
|
|
2024
Q2 | $7.82M | Buy |
32,304
+3,433
| +12% | +$831K | 0.9% | 37 |
|
|
2024
Q1 | $7.21M | Buy |
28,871
+2,828
| +11% | +$707K | 0.82% | 40 |
|
|
2023
Q4 | $6.06M | Buy |
26,043
+6,435
| +33% | +$1.5M | 0.78% | 43 |
|
|
2023
Q3 | $4.08M | Buy |
19,608
+3,066
| +19% | +$638K | 0.58% | 44 |
|
|
2023
Q2 | $3.64M | Buy |
16,542
+1,076
| +7% | +$237K | 0.52% | 44 |
|
|
2023
Q1 | $3.26M | Sell |
15,466
-36
| -0.2% | -$7.59K | 0.5% | 45 |
|
|
2022
Q4 | $3.16M | Buy |
15,502
+199
| +1% | +$40.6K | 0.5% | 47 |
|
|
2022
Q3 | $2.88M | Buy |
15,303
+1,028
| +7% | +$193K | 0.54% | 44 |
|
|
2022
Q2 | $2.81M | Buy |
14,275
+299
| +2% | +$58.9K | 0.51% | 45 |
|
|
2022
Q1 | $3.32M | Buy |
13,976
+1,414
| +11% | +$336K | 0.54% | 47 |
|
|
2021
Q4 | $3.2M | Buy |
12,562
+389
| +3% | +$99.1K | 0.5% | 47 |
|
|
2021
Q3 | $2.88M | Buy |
12,173
+66
| +0.5% | +$15.6K | 0.48% | 50 |
|
|
2021
Q2 | $2.87M | Buy |
12,107
+4,054
| +50% | +$962K | 0.45% | 49 |
|
|
2021
Q1 | $1.78M | Buy |
8,053
+4,786
| +146% | +$1.06M | 0.29% | 50 |
|
|
2020
Q4 | $676K | Buy |
3,267
+1,211
| +59% | +$251K | 0.12% | 59 |
|
|
2020
Q3 | $362K | Buy |
2,056
+221
| +12% | +$38.9K | 0.08% | 59 |
|
|
2020
Q2 | $301K | Buy |
+1,835
| New | +$301K | 0.07% | 63 |
|