Vanguard Mid-Cap ETF shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Mid-Cap ETF by BSW Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $594k | 2.3k | 263.85 |
2024-06-30 | $549k | 2.3k | 242.15 |
2024-03-31 | $618k | 2.5k | 249.91 |
2023-12-31 | $643k | 2.8k | 232.65 |
2023-09-30 | $785k | 3.8k | 208.22 |
2023-06-30 | $776k | 3.5k | 220.15 |
2023-03-31 | $745k | 3.5k | 210.93 |
2022-12-31 | $728k | 3.6k | 203.75 |
2022-09-30 | $495k | 2.6k | 188.07 |
2022-06-30 | $500k | 2.5k | 196.85 |
2022-03-31 | $622k | 2.6k | 237.86 |
2021-12-31 | $700k | 2.7k | 254.64 |
2021-09-30 | $596k | 2.5k | 236.60 |
2021-06-30 | $602k | 2.5k | 237.29 |
2021-03-31 | $641k | 2.9k | 221.26 |
2020-12-31 | $916k | 4.4k | 206.82 |
2020-09-30 | $791k | 4.5k | 176.37 |
2020-06-30 | $780k | 4.8k | 164.00 |
2020-03-31 | $717k | 5.4k | 131.73 |
2019-12-31 | $979k | 5.5k | 178.19 |
2019-09-30 | $925k | 5.5k | 167.60 |
2019-06-30 | $934k | 5.6k | 167.23 |
2019-03-31 | $898k | 5.6k | 160.79 |
2018-12-31 | $842k | 6.1k | 138.12 |
2017-12-31 | $339k | 2.2k | 154.58 |
2017-09-30 | $320k | 2.2k | 147.06 |
2017-06-30 | $310k | 2.2k | 142.46 |
2017-03-31 | $301k | 2.2k | 139.22 |
2016-12-31 | $360k | 2.7k | 131.77 |
2016-09-30 | $2.7k | 352 | 7.72 |
2016-06-30 | $633k | 5.1k | 123.68 |
2016-03-31 | $620k | 5.1k | 121.14 |
2015-12-31 | $3.2M | 26k | 120.10 |