Vanguard Mid-Cap ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Monterey Private Wealth 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 Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $766k | 2.9k | 263.87 |
| 2024-06-30 | $724k | 3.0k | 242.06 |
| 2024-03-31 | $786k | 3.1k | 249.84 |
| 2023-12-31 | $605k | 2.6k | 232.60 |
| 2023-09-30 | $575k | 2.8k | 208.27 |
| 2023-06-30 | $611k | 2.8k | 220.14 |
| 2023-03-31 | $552k | 2.6k | 210.92 |
| 2022-12-31 | $431k | 2.1k | 203.81 |
| 2022-09-30 | $414k | 2.2k | 189.47 |
| 2022-06-30 | $455k | 2.3k | 197.14 |
| 2022-03-31 | $572k | 4.5k | 126.55 |
| 2021-12-31 | $564k | 2.2k | 254.97 |
| 2021-09-30 | $476k | 2.0k | 238.96 |
| 2021-06-30 | $345k | 1.5k | 237.60 |
| 2021-03-31 | $339k | 1.4k | 234.12 |
| 2020-12-31 | $228k | 1.1k | 206.52 |