Vanguard Mid-Cap Value ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Mid-Cap Value ETF
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All positions including Vanguard Mid-Cap Value ETF held by Wells Financial Advisors 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 Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $201k | 1.2k | 167.67 |
| 2024-06-30 | $183k | 1.2k | 150.43 |
| 2024-03-31 | $189k | 1.2k | 155.91 |
| 2023-09-30 | $176k | 1.3k | 130.96 |
| 2023-06-30 | $186k | 1.3k | 138.38 |
| 2023-03-31 | $180k | 1.3k | 134.07 |
| 2022-12-31 | $182k | 1.3k | 135.24 |
| 2022-09-30 | $164k | 1.3k | 121.93 |
| 2022-06-30 | $174k | 1.3k | 129.37 |
| 2022-03-31 | $201k | 1.3k | 149.44 |
| 2021-12-31 | $202k | 1.3k | 150.19 |
| 2021-09-30 | $187k | 1.3k | 139.66 |
| 2021-06-30 | $188k | 1.3k | 140.40 |
| 2021-03-31 | $396k | 2.9k | 134.92 |
| 2020-12-31 | $202k | 1.7k | 118.75 |