Vanguard Mid-Cap Value ETF shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Walled Lake Planning & Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $390k | 2.6k | 150.43 |
2024-03-31 | $407k | 2.6k | 155.91 |
2023-09-30 | $341k | 2.6k | 130.95 |
2023-06-30 | $359k | 2.6k | 138.37 |
2023-03-31 | $349k | 2.6k | 134.06 |
2022-12-31 | $373k | 2.8k | 135.23 |
2022-09-30 | $339k | 2.8k | 121.90 |
2022-06-30 | $363k | 2.8k | 129.69 |
2022-03-31 | $427k | 2.9k | 149.67 |
2021-12-31 | $429k | 2.9k | 150.47 |
2021-09-30 | $397k | 2.8k | 139.69 |
2021-06-30 | $402k | 2.9k | 140.36 |
2021-03-31 | $389k | 2.9k | 134.79 |
2020-12-31 | $347k | 2.9k | 118.96 |
2020-09-30 | $301k | 3.0k | 101.48 |
2020-06-30 | $293k | 3.1k | 95.56 |
2020-03-31 | $259k | 3.2k | 81.45 |
2019-12-31 | $453k | 3.8k | 119.18 |
More positions owned by Walled Lake Planning & Wealth Management
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