Vanguard Value ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Value ETF
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All positions including Vanguard Value ETF held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.7M | 59k | 149.50 |
2023-09-30 | $28k | 205 | 137.93 |
2023-06-30 | $29k | 205 | 142.10 |
2023-03-31 | $31k | 227 | 138.19 |
2022-12-31 | $29k | 205 | 140.37 |
2022-09-30 | $25k | 205 | 121.95 |
2022-06-30 | $27k | 205 | 131.71 |
2022-03-31 | $30k | 205 | 146.34 |
2020-03-31 | $133k | 1.5k | 89.06 |
2019-12-31 | $465k | 3.9k | 119.85 |
2019-09-30 | $33k | 301 | 109.63 |
2019-06-30 | $9.5k | 86 | 110.92 |
2019-03-31 | $9.3k | 86 | 107.63 |
2018-12-31 | $8.0k | 86 | 93.02 |
2018-09-30 | $9.0k | 86 | 104.65 |