Vanguard Value ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $367k | 2.5k | 149.50 |
| 2023-09-30 | $337k | 2.4k | 137.93 |
| 2023-06-30 | $349k | 2.5k | 142.10 |
| 2023-03-31 | $374k | 2.7k | 138.11 |
| 2022-12-31 | $673k | 4.8k | 140.37 |
| 2022-09-30 | $676k | 5.5k | 123.47 |
| 2022-06-30 | $722k | 5.5k | 131.85 |
| 2022-03-31 | $875k | 5.9k | 147.83 |
| 2021-12-31 | $895k | 6.1k | 147.18 |
| 2021-09-30 | $843k | 6.2k | 135.40 |
| 2021-06-30 | $856k | 6.2k | 137.49 |
| 2021-03-31 | $802k | 6.1k | 131.48 |
| 2020-12-31 | $748k | 6.3k | 118.92 |
| 2020-09-30 | $703k | 6.7k | 104.49 |
| 2020-06-30 | $670k | 6.7k | 99.58 |
| 2020-03-31 | $778k | 8.7k | 89.06 |
| 2019-12-31 | $1.4M | 11k | 119.82 |
| 2019-09-30 | $1.3M | 12k | 113.62 |
| 2019-06-30 | $1.3M | 12k | 112.55 |
| 2019-03-31 | $1.5M | 13k | 110.07 |
| 2018-12-31 | $1.6M | 16k | 97.94 |
More positions owned by Waller Financial Planning Group
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