Vanguard Mid-Cap Value ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Mid-Cap Value ETF
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All positions including Vanguard Mid-Cap Value ETF held by Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 1.6k | 174.58 |
| 2025-06-30 | $258k | 1.6k | 164.46 |
| 2025-03-31 | $252k | 1.6k | 160.54 |
| 2024-12-31 | $254k | 1.6k | 161.77 |
| 2024-09-30 | $263k | 1.6k | 167.67 |
| 2024-06-30 | $236k | 1.6k | 150.43 |
| 2024-03-31 | $244k | 1.6k | 155.91 |
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