Vanguard Mid-Cap ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 791 | 293.74 |
| 2025-06-30 | $299k | 1.1k | 279.83 |
| 2024-06-30 | $319k | 1.3k | 242.10 |
| 2024-03-31 | $331k | 1.3k | 249.86 |
| 2023-12-31 | $815k | 3.5k | 232.64 |
| 2023-09-30 | $276k | 1.3k | 208.24 |
| 2023-06-30 | $278k | 1.3k | 220.16 |
| 2023-03-31 | $266k | 1.3k | 210.92 |
| 2022-12-31 | $310k | 1.5k | 203.81 |
| 2022-09-30 | $237k | 1.3k | 187.65 |
| 2022-06-30 | $272k | 1.2k | 222.59 |
| 2022-03-31 | $246k | 1.0k | 237.68 |
| 2021-12-31 | $263k | 1.0k | 254.11 |
More positions owned by Confluence Wealth Services
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