Forza Wealth Management »

Vanguard Value ETF shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 12k 162.86
2023-12-31 $1.7M 12k 149.50
2023-09-30 $1.6M 12k 137.93
2023-06-30 $1.6M 11k 142.10
2023-03-31 $1.7M 12k 138.11
2022-12-31 $1.7M 12k 140.37

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Betterment
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
Captrust Financial Advisors
D.A. Davidson & Co.
FMR
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Value ETF