Vanguard Mid-Cap ETF shares owned by KWB Wealth
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $330k | 1.3k | 249.86 |
| 2023-12-31 | $312k | 1.3k | 232.64 |
| 2023-09-30 | $296k | 1.3k | 220.16 |
| 2023-06-30 | $296k | 1.3k | 220.16 |
| 2023-03-31 | $304k | 1.5k | 203.81 |
| 2022-12-31 | $304k | 1.5k | 203.81 |
| 2022-09-30 | $283k | 1.5k | 188.04 |
| 2022-06-30 | $296k | 1.5k | 196.94 |
| 2022-03-31 | $381k | 1.5k | 254.51 |
| 2021-12-31 | $381k | 1.5k | 254.51 |
| 2021-09-30 | $354k | 1.5k | 236.47 |
| 2021-06-30 | $333k | 1.5k | 221.12 |
| 2021-03-31 | $333k | 1.5k | 221.12 |
| 2020-12-31 | $311k | 1.5k | 206.51 |