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Vanguard Value ETF shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 9.7k 155.97
2023-12-31 $1.5M 10k 149.36
2023-09-30 $1.6M 12k 139.01
2023-06-30 $1.5M 11k 142.83
2023-03-31 $1.8M 13k 139.39
2022-12-31 $2.0M 14k 143.05
2022-09-30 $1.4M 8.8k 161.22