Lodestone Wealth Management »

Vanguard Mid-Cap ETF shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $562k 2.2k 249.83
2023-12-31 $527k 2.3k 232.61
2023-09-30 $215k 1.0k 208.24
2023-06-30 $288k 1.3k 220.16
2023-03-31 $280k 1.3k 210.92
2022-12-31 $273k 1.3k 203.81