HB Wealth Management »

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

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

Historical chart of HB Wealth Management 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 31k 145.01
2023-09-30 $3.9M 30k 130.96
2023-06-30 $4.2M 30k 138.38
2023-03-31 $4.1M 30k 134.07
2022-12-31 $4.1M 30k 135.24
2022-09-30 $3.7M 30k 121.77
2022-06-30 $3.4M 27k 129.53
2022-03-31 $5.3M 36k 149.67
2021-12-31 $3.5M 23k 150.33