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
Download as csv Download as ExcelQuarterly 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 |