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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Forum Financial Management
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