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Vanguard Mid-Cap ETF shares owned by TruWealth Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by TruWealth Advisors from 13F filings

Historical chart of TruWealth 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 43k 249.86
2023-12-31 $10M 43k 232.64
2023-09-30 $9.1M 44k 208.24
2023-06-30 $9.5M 43k 220.16
2023-03-31 $9.0M 43k 210.92
2022-12-31 $8.3M 41k 203.81
2022-09-30 $7.4M 40k 187.98
2022-06-30 $7.2M 37k 196.96
2022-03-31 $8.3M 35k 237.84