Vanguard Mid-Cap ETF shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 52k | 263.83 |
| 2024-06-30 | $12M | 51k | 242.10 |
| 2024-03-31 | $13M | 54k | 249.86 |
| 2023-09-30 | $10M | 48k | 208.24 |
| 2022-12-31 | $32k | 157 | 203.81 |
| 2022-09-30 | $30k | 157 | 191.08 |
| 2022-06-30 | $31k | 157 | 197.45 |