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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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All positions including Vanguard Mid-Cap ETF held by Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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