Number of Shares
117,168.00
Current Holdings Value*
$32.79 Mil
% of Portfolio
7.36%
Total Estimate Gain
$7.19 Mil
% of Total Estimate Gain
23.61%

Conrad Siegel Investment Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 117,168.00 shares of Vanguard Mid-Cap ETF(VO), totaling $32.79 Mil. This investment constitutes 7.36% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.04% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2021Q4. And since then Conrad Siegel Investment Advisors, Inc. has made 9 purchases of VO, at an average price of $226.81, for a total of 134,363.00 shares. In addition, there have been 6 sales at an average price of $229.29 for 17,195.00 shares. Based on historical transaction data and VO's current price of $287.85, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his VO holdings is $7.19 Mil, reflecting a 23.61% gain to date.

Conrad Siegel Investment Advisors, Inc. VO ($287.85) Holding Chart

Conrad Siegel Investment Advisors, Inc. VO ($287.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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