Vanguard Value ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 11k | 167.73 |
| 2024-09-30 | $2.0M | 12k | 177.55 |
| 2024-06-30 | $1.8M | 11k | 160.41 |
| 2024-03-31 | $1.8M | 11k | 162.86 |
| 2023-12-31 | $1.4M | 9.3k | 149.50 |
| 2023-09-30 | $1.1M | 7.9k | 137.94 |
| 2023-06-30 | $877k | 6.2k | 142.12 |
| 2023-03-31 | $627k | 4.5k | 138.11 |
| 2022-12-31 | $552k | 3.9k | 140.38 |
| 2022-09-30 | $355k | 2.7k | 131.00 |
| 2022-03-31 | $206k | 1.4k | 147.46 |
| 2021-12-31 | $205k | 1.4k | 146.74 |