Vanguard Mid-Cap Value ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Mid-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Value ETF held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Value ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 26k | 167.67 |
| 2024-06-30 | $4.1M | 26k | 159.56 |
| 2024-03-31 | $3.8M | 26k | 149.05 |
| 2023-12-31 | $3.8M | 26k | 145.01 |
| 2023-09-30 | $3.6M | 27k | 130.96 |
| 2023-06-30 | $3.8M | 28k | 138.38 |
| 2023-03-31 | $3.8M | 28k | 134.07 |
| 2022-12-31 | $3.8M | 28k | 135.24 |
| 2022-09-30 | $3.6M | 29k | 121.80 |
| 2022-06-30 | $4.0M | 31k | 129.55 |
| 2022-03-31 | $6.5M | 33k | 200.00 |
| 2021-12-31 | $6.6M | 33k | 200.00 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors