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Vanguard Mid-Cap ETF shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $190k 720 263.70
2024-06-30 $165k 680 242.19
2024-03-31 $188k 752 249.94
2023-12-31 $158k 678 232.61
2023-09-30 $141k 675 208.22
2023-06-30 $148k 673 220.09
2023-03-31 $141k 670 211.10
2022-12-31 $173k 848 203.71
2022-09-30 $159k 845 188.17
2022-06-30 $166k 842 197.15
2022-03-31 $200k 840 238.10
2021-12-31 $214k 839 255.07
2021-09-30 $219k 927 236.25
2021-06-30 $219k 925 236.76
2021-03-31 $204k 37 5513.51
2020-12-31 $190k 919 206.75
2020-09-30 $161k 915 175.96
2020-06-30 $149k 912 163.38
2020-03-31 $120k 908 132.16
2019-12-31 $161k 903 178.29