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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

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
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