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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Value ETF held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Mid-Cap Value ETF by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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