Vanguard Mid-Cap Value ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 1.5k | 174.59 |
| 2025-06-30 | $239k | 1.5k | 164.42 |
| 2025-03-31 | $233k | 1.4k | 160.50 |
| 2024-12-31 | $235k | 1.5k | 161.78 |
| 2024-09-30 | $244k | 1.5k | 167.62 |
| 2024-06-30 | $393k | 2.6k | 150.44 |
| 2024-03-31 | $407k | 2.6k | 155.92 |
| 2023-12-31 | $378k | 2.6k | 144.99 |
| 2023-09-30 | $341k | 2.6k | 130.96 |
| 2023-06-30 | $401k | 2.9k | 138.36 |
| 2023-03-31 | $411k | 3.1k | 134.07 |
| 2022-12-31 | $416k | 3.1k | 135.22 |
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