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Vanguard Value ETF shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $843k 5.2k 162.88
2023-12-31 $823k 5.5k 149.51
2023-09-30 $754k 5.5k 137.94
2023-06-30 $770k 5.4k 142.09
2023-03-31 $278k 2.0k 138.09
2022-12-31 $327k 2.3k 140.39
2022-09-30 $280k 2.3k 123.46
2022-06-30 $269k 2.0k 131.80
2022-03-31 $265k 1.8k 147.30
2021-12-31 $233k 1.6k 146.82