Vanguard Value ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 8.3k | 162.85 |
| 2023-12-31 | $1.7M | 11k | 149.50 |
| 2023-09-30 | $1.6M | 12k | 137.93 |
| 2023-06-30 | $2.5M | 18k | 142.10 |
| 2023-03-31 | $2.2M | 16k | 138.11 |
| 2022-12-31 | $2.2M | 16k | 140.37 |
| 2022-09-30 | $1.8M | 14k | 123.47 |
| 2022-06-30 | $796k | 6.0k | 131.94 |
| 2022-03-31 | $557k | 3.8k | 147.86 |
| 2021-12-31 | $420k | 2.9k | 147.11 |
| 2021-09-30 | $366k | 2.7k | 135.31 |
More positions owned by Capital Advisors Wealth Management
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