Vanguard Mid-Cap Value ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 3.1k | 174.56 |
| 2025-06-30 | $506k | 3.1k | 164.47 |
| 2025-03-31 | $487k | 3.0k | 160.55 |
| 2024-12-31 | $385k | 2.4k | 161.76 |
| 2024-09-30 | $402k | 2.4k | 167.68 |
| 2024-06-30 | $404k | 2.5k | 164.29 |
| 2024-03-31 | $415k | 2.4k | 169.85 |
| 2023-12-31 | $478k | 3.1k | 156.12 |
| 2023-09-30 | $463k | 3.3k | 141.36 |
| 2023-06-30 | $503k | 3.4k | 148.45 |
| 2023-03-31 | $480k | 3.3k | 144.31 |
| 2022-12-31 | $477k | 3.3k | 145.66 |
| 2022-09-30 | $367k | 2.7k | 134.24 |
| 2022-06-30 | $483k | 3.7k | 129.53 |
| 2022-03-31 | $480k | 3.2k | 149.63 |
| 2021-12-31 | $427k | 2.8k | 150.41 |
| 2021-09-30 | $396k | 2.8k | 139.53 |
| 2021-06-30 | $401k | 2.9k | 140.36 |
| 2021-03-31 | $381k | 2.8k | 134.82 |
| 2020-12-31 | $428k | 3.6k | 118.82 |
| 2020-09-30 | $355k | 3.5k | 101.26 |
| 2020-06-30 | $366k | 3.8k | 95.49 |
| 2020-03-31 | $324k | 4.0k | 81.28 |
| 2019-12-31 | $499k | 4.2k | 119.09 |