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
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Value ETF by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.8k | 174.57 |
| 2025-06-30 | $1.2M | 7.3k | 164.47 |
| 2025-03-31 | $1.0M | 6.4k | 160.55 |
| 2024-12-31 | $1.1M | 6.6k | 161.77 |
| 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 |
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