Vanguard Mid-Cap Value ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 2.8k | 174.59 |
| 2025-06-30 | $493k | 3.0k | 164.46 |
| 2025-03-31 | $481k | 3.0k | 160.54 |
| 2024-12-31 | $482k | 3.0k | 161.79 |
| 2024-09-30 | $500k | 3.0k | 167.68 |
| 2024-06-30 | $497k | 3.3k | 150.42 |
| 2024-03-31 | $597k | 3.8k | 155.90 |
| 2023-12-31 | $760k | 5.2k | 145.01 |
| 2023-09-30 | $747k | 5.7k | 130.97 |
| 2023-06-30 | $821k | 5.9k | 138.38 |
| 2023-03-31 | $1.1M | 8.0k | 134.07 |
| 2022-12-31 | $1.2M | 9.2k | 135.24 |
| 2022-09-30 | $1.3M | 10k | 121.77 |
| 2022-06-30 | $1.4M | 11k | 129.52 |
| 2022-03-31 | $1.9M | 13k | 149.64 |
| 2021-12-31 | $2.0M | 13k | 150.30 |