Vanguard Mid-Cap ETF shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $491k | 1.7k | 290.22 |
| 2025-09-30 | $485k | 1.7k | 293.74 |
| 2025-06-30 | $462k | 1.7k | 279.83 |
| 2025-03-31 | $427k | 1.7k | 258.62 |
| 2024-12-31 | $436k | 1.7k | 264.13 |
| 2024-09-30 | $436k | 1.7k | 263.83 |
| 2024-06-30 | $400k | 1.7k | 242.10 |
| 2024-03-31 | $413k | 1.7k | 249.86 |
| 2023-12-31 | $395k | 1.7k | 232.62 |
| 2023-09-30 | $344k | 1.7k | 208.23 |
| 2023-06-30 | $438k | 2.0k | 220.15 |
| 2023-03-31 | $390k | 1.8k | 210.91 |
| 2022-12-31 | $414k | 2.0k | 203.77 |
| 2022-06-30 | $716k | 3.3k | 216.97 |
More positions owned by Heirloom Wealth Management
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