Vanguard Value ETF shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $902k | 5.5k | 162.87 |
| 2023-12-31 | $767k | 5.1k | 149.49 |
| 2023-09-30 | $68k | 491 | 137.93 |
| 2023-06-30 | $69k | 488 | 142.06 |
| 2023-03-31 | $67k | 484 | 138.30 |
| 2022-12-31 | $68k | 482 | 140.29 |
| 2022-09-30 | $90k | 725 | 124.14 |
| 2022-06-30 | $95k | 722 | 131.58 |
| 2022-03-31 | $106k | 719 | 147.43 |
| 2021-12-31 | $105k | 717 | 146.44 |
| 2021-09-30 | $97k | 714 | 135.85 |
| 2021-06-30 | $98k | 711 | 137.83 |
| 2021-03-31 | $93k | 922 | 100.87 |
| 2020-12-31 | $85k | 710 | 119.72 |
| 2020-09-30 | $74k | 710 | 104.23 |
| 2020-06-30 | $71k | 710 | 100.00 |
| 2020-03-31 | $63k | 710 | 88.73 |
| 2019-12-31 | $85k | 710 | 119.72 |
More positions owned by Sugarloaf Wealth Management
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