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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

Tip: Access up to 7 years of quarterly data

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

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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
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