Vanguard Mid-Cap Value ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.8M | 67k | 145.01 |
| 2023-09-30 | $8.3M | 63k | 130.96 |
| 2023-06-30 | $8.8M | 64k | 138.38 |
| 2023-03-31 | $8.5M | 63k | 134.07 |
| 2022-12-31 | $8.7M | 65k | 135.24 |
| 2022-09-30 | $7.2M | 60k | 121.76 |
| 2022-06-30 | $7.6M | 59k | 129.52 |
| 2022-03-31 | $8.7M | 58k | 149.67 |
| 2021-12-31 | $8.5M | 56k | 150.32 |
| 2021-09-30 | $7.6M | 55k | 139.61 |
| 2021-06-30 | $7.7M | 55k | 140.50 |
| 2021-03-31 | $7.5M | 56k | 134.87 |
| 2020-12-31 | $6.7M | 56k | 118.96 |
| 2020-09-30 | $1.9M | 19k | 101.38 |
| 2020-06-30 | $1.8M | 19k | 95.72 |
| 2020-03-31 | $1.7M | 21k | 81.28 |
| 2019-12-31 | $2.4M | 20k | 119.21 |
| 2019-09-30 | $2.3M | 20k | 113.01 |
| 2019-06-30 | $2.1M | 19k | 111.34 |
| 2019-03-31 | $1.9M | 18k | 107.86 |
| 2018-12-31 | $1.9M | 18k | 105.30 |