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Vanguard Mid-Cap Value ETF shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 26k 145.01
2023-12-31 $3.8M 26k 145.01
2023-09-30 $3.6M 27k 130.96
2023-06-30 $3.8M 28k 138.38
2023-03-31 $3.8M 28k 134.07
2022-12-31 $3.8M 28k 135.24
2022-09-30 $3.6M 29k 121.80
2022-06-30 $4.0M 31k 129.55
2022-03-31 $6.5M 33k 200.00
2021-12-31 $6.6M 33k 200.00