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Vanguard Value ETF shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 1.8k 162.83
2023-12-31 $264k 1.8k 149.52
2023-09-30 $242k 1.8k 137.93
2023-06-30 $254k 1.8k 142.07
2023-03-31 $252k 1.8k 138.11
2022-12-31 $262k 1.9k 140.39
2022-09-30 $294k 2.4k 123.58
2022-06-30 $312k 2.4k 131.98
2022-03-31 $354k 2.4k 147.81
2021-12-31 $423k 2.9k 147.03
2021-09-30 $454k 3.4k 135.24
2021-06-30 $3.0M 22k 137.48
2021-03-31 $2.8M 22k 131.44
2020-12-31 $2.6M 22k 118.96
2020-09-30 $2.4M 23k 104.51
2020-06-30 $2.7M 27k 99.58
2020-03-31 $4.4M 50k 89.06
2019-12-31 $6.3M 53k 119.86
2019-09-30 $5.7M 51k 111.63
2019-06-30 $6.2M 56k 110.91
2019-03-31 $6.1M 56k 107.63
2018-12-31 $5.6M 57k 97.95