Vanguard Mid-Cap ETF shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 4.4k | 263.82 |
| 2024-06-30 | $1.3M | 5.2k | 242.09 |
| 2024-03-31 | $17M | 69k | 249.86 |
| 2023-12-31 | $15M | 63k | 232.64 |
| 2023-09-30 | $7.9M | 38k | 208.24 |
| 2023-06-30 | $2.8M | 13k | 220.15 |
| 2023-03-31 | $2.5M | 12k | 210.92 |
| 2022-12-31 | $2.5M | 12k | 203.81 |
| 2022-09-30 | $2.6M | 13k | 204.02 |
| 2022-06-30 | $2.5M | 13k | 196.97 |
| 2022-03-31 | $3.2M | 14k | 237.85 |
| 2021-12-31 | $6.4M | 25k | 254.76 |
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