Vanguard Mid-Cap Growth ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Vanguard Mid-Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Growth ETF held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $115k | 470 | 243.61 |
| 2024-06-30 | $55k | 240 | 229.60 |
| 2024-03-31 | $142k | 601 | 235.81 |
| 2023-12-31 | $91k | 416 | 219.72 |
| 2023-09-30 | $196k | 1.0k | 194.76 |
| 2023-06-30 | $201k | 978 | 205.71 |
| 2023-03-31 | $175k | 900 | 194.91 |
| 2022-12-31 | $206k | 1.1k | 179.80 |
| 2022-09-30 | $217k | 1.3k | 170.33 |
| 2022-06-30 | $930k | 5.3k | 175.44 |
| 2022-03-31 | $1.1M | 5.0k | 222.71 |
| 2021-12-31 | $1.3M | 4.9k | 254.66 |
| 2021-09-30 | $678k | 2.9k | 236.32 |
| 2021-06-30 | $1.1M | 4.5k | 236.39 |
| 2021-03-31 | $745k | 3.5k | 214.45 |
| 2020-12-31 | $13k | 59 | 220.34 |