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Vanguard Value ETF shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 40k 162.86
2023-09-30 $5.2M 38k 137.93
2023-06-30 $5.4M 38k 142.10
2023-03-31 $5.2M 38k 138.11
2022-12-31 $3.2M 26k 123.48
2022-09-30 $3.2M 26k 123.49
2022-06-30 $2.8M 21k 131.72
2022-03-31 $255k 1.7k 148.17
2021-12-31 $254k 1.7k 147.59