Vanguard Mid-Cap ETF shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $794k | 3.0k | 264.12 |
| 2024-09-30 | $734k | 2.8k | 263.81 |
| 2024-06-30 | $638k | 2.6k | 242.08 |
| 2024-03-31 | $558k | 2.2k | 249.83 |
| 2023-09-30 | $352k | 1.7k | 208.29 |
| 2023-06-30 | $361k | 1.6k | 220.14 |
| 2023-03-31 | $293k | 1.4k | 210.87 |
| 2022-12-31 | $263k | 1.3k | 203.89 |
| 2022-09-30 | $249k | 1.3k | 187.92 |
| 2022-06-30 | $250k | 1.3k | 197.16 |
| 2022-03-31 | $259k | 1.1k | 237.40 |
| 2021-12-31 | $419k | 1.6k | 254.56 |
| 2021-09-30 | $133k | 560 | 237.50 |
| 2021-06-30 | $103k | 433 | 237.88 |
| 2021-03-31 | $88k | 398 | 221.11 |
| 2020-12-31 | $68k | 331 | 205.44 |
| 2020-09-30 | $43k | 242 | 177.69 |
| 2020-06-30 | $28k | 169 | 165.68 |
More positions owned by Walled Lake Planning & Wealth Management
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