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Vanguard Mid-Cap Value ETF shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 3.9k 155.93
2023-12-31 $645k 4.5k 145.03
2023-09-30 $611k 4.7k 130.96
2023-06-30 $663k 4.8k 138.38
2023-03-31 $829k 6.2k 134.07
2022-12-31 $847k 6.3k 135.24
2022-09-30 $801k 6.6k 121.83
2022-06-30 $851k 6.6k 129.45
2021-12-31 $1.1M 7.0k 150.38
2021-03-31 $1.1M 7.1k 149.65