Vanguard Value ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 14k | 162.86 |
| 2023-12-31 | $2.1M | 14k | 149.50 |
| 2023-09-30 | $1.9M | 14k | 137.93 |
| 2023-06-30 | $1.9M | 14k | 142.10 |
| 2023-03-31 | $2.0M | 14k | 138.11 |
| 2022-12-31 | $2.0M | 14k | 140.37 |
| 2022-09-30 | $2.0M | 16k | 123.43 |
| 2022-06-30 | $2.1M | 16k | 131.84 |
| 2022-03-31 | $2.8M | 19k | 147.76 |
| 2021-12-31 | $2.8M | 19k | 147.04 |
| 2021-09-30 | $2.6M | 19k | 135.36 |
| 2021-06-30 | $2.6M | 19k | 137.45 |
| 2021-03-31 | $2.7M | 21k | 131.44 |
| 2020-12-31 | $2.5M | 21k | 123.99 |