Vanguard Mid-Cap ETF shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $188k | 752 | 249.94 |
| 2023-12-31 | $158k | 678 | 232.61 |
| 2023-09-30 | $141k | 675 | 208.22 |
| 2023-06-30 | $148k | 673 | 220.09 |
| 2023-03-31 | $141k | 670 | 211.10 |
| 2022-12-31 | $173k | 848 | 203.71 |
| 2022-09-30 | $159k | 845 | 188.17 |
| 2022-06-30 | $166k | 842 | 197.15 |
| 2022-03-31 | $200k | 840 | 238.10 |
| 2021-12-31 | $214k | 839 | 255.07 |
| 2021-09-30 | $219k | 927 | 236.25 |
| 2021-06-30 | $219k | 925 | 236.76 |
| 2021-03-31 | $204k | 37 | 5513.51 |
| 2020-12-31 | $190k | 919 | 206.75 |
| 2020-09-30 | $161k | 915 | 175.96 |
| 2020-06-30 | $149k | 912 | 163.38 |
| 2020-03-31 | $120k | 908 | 132.16 |
| 2019-12-31 | $161k | 903 | 178.29 |
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