Vanguard Mid-Cap ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $7.5M | 36k | 208.24 |
| 2023-06-30 | $7.9M | 36k | 220.16 |
| 2023-03-31 | $7.7M | 37k | 210.92 |
| 2022-12-31 | $7.5M | 37k | 203.81 |
| 2022-09-30 | $7.6M | 40k | 187.99 |
| 2022-06-30 | $8.3M | 42k | 196.97 |
| 2022-03-31 | $10M | 42k | 237.84 |
| 2021-12-31 | $11M | 42k | 254.76 |
| 2021-09-30 | $9.3M | 40k | 236.75 |
| 2021-06-30 | $9.3M | 39k | 237.35 |
| 2021-03-31 | $8.6M | 39k | 221.35 |
| 2020-12-31 | $2.0M | 9.8k | 206.81 |