Vanguard Value ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 14k | 162.86 |
| 2023-09-30 | $2.1M | 15k | 137.93 |
| 2023-06-30 | $2.1M | 15k | 142.10 |
| 2023-03-31 | $2.2M | 16k | 138.11 |
| 2022-12-31 | $2.2M | 16k | 140.37 |
| 2022-09-30 | $1.9M | 16k | 123.49 |
| 2022-06-30 | $2.1M | 16k | 131.85 |
| 2022-03-31 | $2.2M | 15k | 147.77 |
| 2021-12-31 | $2.1M | 15k | 147.11 |
| 2021-09-30 | $2.0M | 15k | 135.39 |
| 2021-06-30 | $1.9M | 14k | 137.48 |
| 2021-03-31 | $2.1M | 16k | 131.47 |
| 2020-12-31 | $1.7M | 14k | 118.99 |