News + Filings Holdings
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Monterey Private Wealth, Inc.
> VO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | VANGUARD INDEX FDS MID CAP | VO | 2,759 | -14 | 574,629,000 | -35,823,000 | $208,274.37 |
| 06/30/2023 | VANGUARD INDEX FDS MID CAP | VO | 2,773 | 659 | 610,452,000 | 179,607,000 | $220,141.36 |
| 12/31/2022 | VANGUARD INDEX FDS MID CAP | VO | 2,114 | -71 | 430,845,000 | 430,431,000 | $203,805.58 |
| 09/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 2,185 | -123 | 414,000 | -41,000 | $189.47 |
| 06/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 2,308 | 96 | 455,000 | -109,000 | $197.14 |
| 12/31/2021 | VANGUARD INDEX FDS MID CAP | VO | 2,212 | 220 | 564,000 | 88,000 | $254.97 |
| 09/30/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,992 | 540 | 476,000 | 131,000 | $238.96 |
| 06/30/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,452 | 4 | 345,000 | 6,000 | $237.60 |
| 03/31/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,448 | 344 | 339,000 | 111,000 | $234.12 |
| 12/31/2020 | VANGUARD INDEX FDS MID CAP | VO | 1,104 | 1,104 | 228,000 | 228,000 | $206.52 |
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