Vanguard Mid-Cap Value ETF shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC 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 IVC 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 IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 19k | 155.91 |
| 2023-12-31 | $2.6M | 18k | 145.01 |
| 2023-09-30 | $2.3M | 17k | 130.96 |
| 2023-06-30 | $2.3M | 17k | 138.38 |
| 2023-03-31 | $2.0M | 15k | 134.07 |
| 2022-12-31 | $1.9M | 14k | 135.24 |
| 2022-09-30 | $1.7M | 14k | 121.80 |
| 2022-06-30 | $1.6M | 12k | 129.48 |
| 2022-03-31 | $1.7M | 11k | 150.35 |
| 2021-12-31 | $1.7M | 11k | 150.35 |
| 2021-09-30 | $1.3M | 9.2k | 139.57 |
| 2021-06-30 | $1.2M | 8.8k | 140.47 |
| 2021-03-31 | $913k | 6.8k | 134.84 |
| 2020-12-31 | $428k | 3.6k | 119.02 |