Vanguard Mid-Cap Value ETF shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 42k | 155.91 |
| 2023-12-31 | $6.0M | 42k | 145.01 |
| 2023-09-30 | $5.3M | 41k | 130.96 |
| 2023-06-30 | $5.5M | 40k | 138.38 |
| 2023-03-31 | $5.4M | 41k | 134.07 |
| 2022-12-31 | $5.5M | 41k | 135.24 |
| 2022-09-30 | $4.8M | 40k | 121.78 |
| 2022-06-30 | $4.9M | 38k | 129.52 |
| 2022-03-31 | $5.5M | 37k | 149.68 |
| 2021-12-31 | $5.4M | 36k | 150.34 |
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