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Vanguard Value ETF shares owned by CONCERT Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by CONCERT Wealth Management from 13F filings

Historical chart of CONCERT Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by CONCERT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by CONCERT Wealth Management

Quarter filed Position value Share count Share price at filing
2017-09-30 $1.1M 11k 99.73
2017-06-30 $1.4M 14k 96.44
2017-03-31 $1.5M 17k 93.09
2016-12-31 $1.8M 19k 93.09
2016-09-30 $2.6M 30k 87.07
2016-06-30 $2.7M 32k 84.47
2016-03-31 $484k 5.9k 82.43
2015-12-31 $432k 5.3k 81.29
2015-09-30 $335k 4.4k 76.85
2015-06-30 $231k 2.8k 82.65
2014-12-31 $266k 3.2k 83.78
2014-03-31 $346k 4.5k 77.40
2013-12-31 $340k 4.4k 76.80
2013-09-30 $370k 5.3k 69.89
2013-06-30 $454k 6.7k 67.64
2012-09-30 $1.1M 19k 58.70
2012-06-30 $850k 15k 56.04
2012-03-31 $1.0M 18k 57.71
2011-09-30 $932k 20k 47.02
2011-06-30 $1.1M 19k 56.02