Vanguard Mid-Cap ETF shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 9.4k | 249.85 |
| 2023-09-30 | $1.9M | 9.4k | 208.24 |
| 2023-06-30 | $2.0M | 9.3k | 220.17 |
| 2023-03-31 | $2.0M | 9.3k | 210.92 |
| 2022-12-31 | $1.9M | 9.5k | 203.82 |
| 2022-09-30 | $1.8M | 9.7k | 188.01 |
| 2022-06-30 | $2.3M | 12k | 197.01 |
| 2022-03-31 | $4.8M | 20k | 237.85 |
| 2021-12-31 | $4.4M | 17k | 254.76 |
| 2021-09-30 | $3.9M | 16k | 236.76 |
| 2021-06-30 | $3.9M | 17k | 237.33 |
| 2021-03-31 | $3.7M | 16k | 230.65 |
| 2020-12-31 | $10k | 50 | 200.00 |