Vanguard Value ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 13k | 162.85 |
| 2023-12-31 | $2.0M | 13k | 149.50 |
| 2023-09-30 | $1.8M | 13k | 137.93 |
| 2023-06-30 | $1.6M | 11k | 142.10 |
| 2023-03-31 | $1.6M | 12k | 138.11 |
| 2022-12-31 | $1.1M | 7.9k | 140.37 |
| 2022-09-30 | $675k | 5.5k | 123.45 |
| 2022-06-30 | $530k | 4.0k | 131.87 |
| 2022-03-31 | $374k | 2.5k | 147.94 |
| 2021-12-31 | $279k | 1.9k | 146.92 |
| 2021-09-30 | $275k | 2.0k | 135.47 |