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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

Tip: Access up to 7 years of quarterly data

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

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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
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