Vanguard Mid-Cap ETF shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by Roberts 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 Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $251k | 956 | 262.58 |
| 2024-06-30 | $231k | 956 | 241.54 |
| 2024-03-31 | $227k | 956 | 237.15 |
| 2023-09-30 | $200k | 956 | 209.23 |
| 2023-06-30 | $211k | 956 | 220.16 |