Vanguard Mid-Cap ETF shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 18k | 264.13 |
| 2024-09-30 | $4.6M | 17k | 263.83 |
| 2024-06-30 | $4.2M | 17k | 242.10 |
| 2024-03-31 | $4.0M | 16k | 249.86 |
| 2023-12-31 | $3.1M | 13k | 232.63 |
| 2023-09-30 | $2.7M | 13k | 208.25 |
| 2023-06-30 | $2.4M | 11k | 220.15 |
| 2023-03-31 | $1.2M | 5.8k | 210.90 |
| 2022-12-31 | $1.2M | 5.7k | 203.80 |
| 2022-09-30 | $1.1M | 5.7k | 187.95 |
| 2022-06-30 | $1.1M | 5.7k | 196.98 |
| 2022-03-31 | $2.0M | 8.6k | 237.89 |
| 2021-12-31 | $2.2M | 8.6k | 254.83 |
| 2021-09-30 | $3.1M | 13k | 236.74 |
| 2021-06-30 | $3.6M | 15k | 237.33 |
| 2021-03-31 | $3.4M | 15k | 221.31 |
| 2020-12-31 | $3.2M | 15k | 211.56 |
| 2020-09-30 | $2.7M | 15k | 176.29 |
| 2020-06-30 | $2.5M | 15k | 163.88 |
| 2020-03-31 | $2.1M | 16k | 131.66 |
| 2019-12-31 | $2.9M | 16k | 178.19 |
| 2019-09-30 | $2.7M | 16k | 171.87 |
| 2019-06-30 | $2.7M | 16k | 171.49 |
| 2019-03-31 | $2.6M | 16k | 160.77 |
| 2018-12-31 | $2.2M | 16k | 138.20 |