Vanguard Mid-Cap Value ETF shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern 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 Southern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $10M | 77k | 134.07 |
| 2022-12-31 | $10M | 77k | 135.24 |
| 2022-09-30 | $10M | 77k | 134.00 |
| 2022-06-30 | $11M | 81k | 129.52 |
| 2022-03-31 | $12M | 82k | 149.67 |
| 2021-12-31 | $12M | 76k | 150.33 |
| 2021-09-30 | $11M | 81k | 139.60 |
| 2021-06-30 | $12M | 82k | 142.82 |
| 2021-03-31 | $9.3M | 69k | 134.87 |
| 2020-12-31 | $6.9M | 58k | 118.97 |
| 2020-09-30 | $5.6M | 55k | 101.38 |
| 2020-06-30 | $5.4M | 56k | 95.70 |
| 2020-03-31 | $4.0M | 50k | 81.28 |
| 2019-12-31 | $12M | 104k | 119.19 |
More positions owned by Southern Wealth Management
View all positions for Southern Wealth Management