Vanguard Mid-Cap ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $820k | 3.1k | 264.17 |
| 2024-09-30 | $820k | 3.1k | 263.86 |
| 2024-06-30 | $720k | 3.0k | 242.11 |
| 2024-03-31 | $804k | 3.2k | 249.87 |
| 2023-12-31 | $670k | 2.9k | 232.65 |
| 2023-09-30 | $715k | 3.4k | 208.24 |
| 2023-06-30 | $1.3M | 5.7k | 220.16 |
| 2023-03-31 | $1.2M | 5.5k | 210.91 |
| 2022-12-31 | $1.2M | 5.7k | 203.80 |
| 2022-09-30 | $1.3M | 6.7k | 187.96 |
| 2022-06-30 | $1.4M | 7.3k | 197.03 |
| 2022-03-31 | $1.8M | 7.5k | 237.89 |
| 2021-12-31 | $1.5M | 5.9k | 254.71 |
| 2021-09-30 | $433k | 1.8k | 236.61 |
| 2021-06-30 | $422k | 1.9k | 221.06 |
| 2021-03-31 | $422k | 1.9k | 221.06 |
| 2020-12-31 | $348k | 1.7k | 206.77 |