Vanguard Mid-Cap ETF shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $230k | 881 | 261.07 |
| 2024-06-30 | $2.6M | 10k | 249.42 |
| 2024-03-31 | $2.4M | 9.6k | 245.83 |
| 2023-12-31 | $3.3M | 14k | 231.77 |
| 2023-09-30 | $2.7M | 12k | 214.06 |
| 2023-06-30 | $433k | 2.0k | 220.02 |
| 2022-12-31 | $1.3M | 6.6k | 203.82 |