Vanguard Value ETF shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.4M | 20k | 169.30 |
| 2024-09-30 | $3.0M | 17k | 174.57 |
| 2024-06-30 | $3.0M | 18k | 160.41 |
| 2024-03-31 | $2.9M | 18k | 162.86 |
| 2023-12-31 | $3.4M | 23k | 149.50 |
| 2023-09-30 | $2.9M | 21k | 137.93 |
| 2023-06-30 | $3.3M | 24k | 142.10 |
| 2023-03-31 | $3.2M | 23k | 138.11 |
| 2022-12-31 | $4.5M | 32k | 140.37 |
| 2022-09-30 | $3.3M | 27k | 123.48 |
| 2022-06-30 | $4.0M | 30k | 131.88 |
| 2022-03-31 | $4.8M | 33k | 147.79 |
| 2021-12-31 | $5.6M | 38k | 147.12 |
| 2021-09-30 | $5.3M | 39k | 135.37 |
| 2021-06-30 | $5.9M | 43k | 137.46 |
| 2021-03-31 | $6.1M | 46k | 131.47 |
| 2020-12-31 | $5.9M | 49k | 118.96 |
| 2020-09-30 | $6.5M | 62k | 104.51 |
| 2020-06-30 | $7.0M | 71k | 99.59 |
| 2020-03-31 | $3.7M | 42k | 89.06 |
| 2019-12-31 | $4.6M | 38k | 119.86 |
More positions owned by Aurum Wealth Management Group
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