Vanguard Mid-Cap ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $524k | 2.1k | 249.86 |
| 2023-12-31 | $488k | 2.1k | 232.64 |
| 2023-09-30 | $458k | 2.2k | 208.24 |
| 2023-06-30 | $484k | 2.2k | 220.16 |
| 2023-03-31 | $463k | 2.2k | 210.92 |
| 2022-12-31 | $417k | 2.0k | 203.81 |
| 2022-09-30 | $385k | 2.0k | 187.99 |
| 2022-06-30 | $403k | 2.0k | 196.78 |
| 2022-03-31 | $487k | 2.0k | 237.79 |
| 2021-12-31 | $522k | 2.0k | 254.88 |
| 2021-09-30 | $485k | 2.0k | 236.82 |
| 2021-06-30 | $486k | 2.0k | 237.30 |
| 2021-03-31 | $393k | 1.8k | 221.16 |
| 2020-12-31 | $367k | 1.8k | 206.53 |
| 2020-09-30 | $253k | 1.4k | 176.31 |
| 2020-06-30 | $235k | 1.4k | 163.76 |
| 2020-03-31 | $204k | 1.6k | 131.36 |
| 2019-12-31 | $249k | 1.4k | 177.86 |
| 2019-09-30 | $235k | 1.4k | 167.86 |
| 2019-06-30 | $235k | 1.4k | 167.86 |
| 2019-03-31 | $226k | 1.4k | 161.43 |
| 2018-09-30 | $231k | 1.4k | 165.00 |
| 2018-06-30 | $221k | 1.4k | 157.86 |
| 2018-03-31 | $216k | 1.4k | 154.29 |
| 2017-12-31 | $217k | 1.4k | 155.00 |
| 2017-09-30 | $207k | 1.4k | 147.86 |
| 2017-06-30 | $200k | 1.4k | 142.86 |