Vanguard Mid-Cap ETF shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap ETF by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 19k | 232.65 |
| 2023-09-30 | $4.0M | 19k | 208.23 |
| 2023-06-30 | $4.1M | 19k | 220.15 |
| 2023-03-31 | $3.8M | 18k | 210.91 |
| 2022-12-31 | $3.5M | 17k | 203.80 |
| 2022-09-30 | $3.3M | 17k | 187.96 |
| 2022-06-30 | $3.4M | 17k | 196.98 |
| 2022-03-31 | $4.2M | 18k | 237.86 |
| 2021-12-31 | $4.6M | 18k | 254.78 |
| 2021-09-30 | $4.2M | 18k | 236.76 |
| 2021-06-30 | $4.0M | 17k | 237.32 |
| 2021-03-31 | $4.7M | 21k | 221.34 |
| 2020-12-31 | $5.0M | 24k | 206.77 |
| 2020-09-30 | $4.3M | 25k | 176.24 |
| 2020-06-30 | $4.0M | 25k | 163.91 |
| 2020-03-31 | $2.7M | 20k | 131.64 |
| 2019-12-31 | $581k | 3.3k | 178.28 |