Vanguard Mid-Cap Value ETF shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 820 | 174.66 |
| 2025-06-30 | $135k | 820 | 164.53 |
| 2025-03-31 | $132k | 820 | 160.61 |
| 2024-12-31 | $133k | 820 | 161.83 |
| 2024-09-30 | $138k | 820 | 167.73 |
| 2024-03-31 | $134k | 856 | 155.95 |
| 2023-12-31 | $128k | 881 | 145.04 |
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