Vanguard Mid-Cap Value ETF shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 2.0k | 174.58 |
| 2025-06-30 | $329k | 2.0k | 164.46 |
| 2025-03-31 | $321k | 2.0k | 160.54 |
| 2024-12-31 | $324k | 2.0k | 161.77 |
| 2024-09-30 | $335k | 2.0k | 167.67 |
| 2024-06-30 | $301k | 2.0k | 150.43 |
| 2024-03-31 | $312k | 2.0k | 155.91 |
| 2023-12-31 | $290k | 2.0k | 145.01 |
| 2023-09-30 | $262k | 2.0k | 130.96 |
| 2023-06-30 | $277k | 2.0k | 138.38 |
| 2023-03-31 | $268k | 2.0k | 134.07 |
| 2022-12-31 | $271k | 2.0k | 135.24 |
| 2022-09-30 | $244k | 2.0k | 122.00 |
| 2022-06-30 | $259k | 2.0k | 129.50 |
| 2022-03-31 | $299k | 2.0k | 149.50 |
| 2021-12-31 | $301k | 2.0k | 150.50 |
| 2021-09-30 | $279k | 2.0k | 139.50 |
| 2021-06-30 | $281k | 2.0k | 140.50 |
| 2021-03-31 | $270k | 2.0k | 135.00 |
| 2020-12-31 | $238k | 2.0k | 119.00 |