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Vanguard Mid-Cap Value ETF shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard Mid-Cap Value ETF

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 20241.5M2M2.5M8k9k10k11k12k
Value ($)Share countHistorical VOE position of Evergreen Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 8.1k 167.66
2024-06-30 $1.5M 10k 150.43
2024-03-31 $1.6M 10k 155.91
2023-12-31 $1.5M 10k 145.01
2023-09-30 $1.5M 12k 130.99
2023-06-30 $1.6M 12k 132.13
2023-03-31 $1.8M 12k 148.68
2022-12-31 $2.8M 11k 270.13