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Vanguard Value ETF shares owned by Soundmark Wealth Management

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

Historical chart of Soundmark Wealth Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 66k 162.86
2023-12-31 $8.9M 60k 149.50
2023-09-30 $7.5M 55k 137.93
2023-06-30 $6.7M 48k 142.10
2023-03-31 $5.8M 42k 138.11
2022-12-31 $4.3M 30k 140.37
2022-09-30 $3.1M 25k 123.50
2022-06-30 $2.6M 19k 131.86
2022-03-31 $4.2M 29k 147.86
2021-12-31 $4.2M 29k 147.12
2021-09-30 $3.9M 29k 135.35
2021-06-30 $3.9M 29k 136.91
2021-03-31 $3.4M 26k 131.41
2020-12-31 $2.7M 22k 118.94