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Vanguard Value ETF shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Evermay 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 12k 149.50
2023-09-30 $1.7M 12k 137.93
2023-06-30 $1.7M 12k 142.10
2023-03-31 $1.7M 12k 138.11
2022-12-31 $1.7M 12k 140.37
2022-09-30 $1.6M 13k 123.49
2022-06-30 $1.7M 13k 131.90
2022-03-31 $2.6M 18k 147.76