Vanguard Mid-Cap ETF shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Mid-Cap ETF by Heirloom Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $413k | 1.7k | 249.86 |
2023-12-31 | $395k | 1.7k | 232.62 |
2023-09-30 | $344k | 1.7k | 208.23 |
2023-06-30 | $438k | 2.0k | 220.15 |
2023-03-31 | $390k | 1.8k | 210.91 |
2022-12-31 | $414k | 2.0k | 203.77 |
2022-06-30 | $716k | 3.3k | 216.97 |
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