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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

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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
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