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Vanguard Mid-Cap Value ETF shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier 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 Schwallier 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 7.1k 167.67
2024-06-30 $1.0M 6.7k 150.43
2024-03-31 $1.1M 7.3k 155.92
2023-12-31 $1.4M 10k 145.00