Vanguard Mid-Cap ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 6.2k | 232.62 |
| 2023-09-30 | $1.3M | 6.1k | 208.22 |
| 2023-06-30 | $1.4M | 6.4k | 220.15 |
| 2023-03-31 | $1.3M | 6.4k | 210.91 |
| 2022-12-31 | $1.3M | 6.4k | 203.81 |
| 2022-09-30 | $1.5M | 8.1k | 187.96 |
| 2022-06-30 | $1.6M | 8.1k | 196.93 |
| 2022-03-31 | $1.7M | 7.1k | 237.85 |
| 2021-12-31 | $2.0M | 8.0k | 254.77 |
| 2021-09-30 | $1.8M | 7.8k | 236.71 |
| 2021-06-30 | $1.8M | 7.8k | 237.36 |
| 2021-03-31 | $3.5M | 16k | 221.37 |
| 2020-12-31 | $1.5M | 7.3k | 206.77 |