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Small-Mid Cap Stock Index Fund shares owned by Private Capital Group

Quarter-by-quarter ownership of Small-Mid Cap Stock Index Fund shares owned by Private Capital Group from 13F filings

Historical chart of Private Capital Group investment in Small-Mid Cap Stock Index Fund

Tip: Access up to 7 years of quarterly data

All positions including Small-Mid Cap Stock Index Fund held by Private Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small-Mid Cap Stock Index Fund by Private Capital Group

Quarter filed Position value Share count Share price at filing
2022-06-30 $215k 393 547.07
2022-03-31 $259k 393 659.03

More positions owned by Private Capital Group

Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Value ETF Exchange Traded Fund (VTV)
Apple Common Stock (AAPL)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Microsoft Corp Common Stock (MSFT)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)
iShares Core S&P 500 Exchange Traded Fund (IVV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard 500 ETF Exchange Traded Fund (VOO)
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT)
Alphabet Inc A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)

View all positions for Private Capital Group