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Vanguard Value ETF shares owned by BigSur Wealth Management

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

Historical chart of BigSur Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $45k 300 149.50
2023-09-30 $41k 300 137.93
2023-06-30 $43k 300 142.10
2023-03-31 $41k 300 138.11
2022-12-31 $42k 300 140.37
2022-06-30 $138k 1.0k 131.68
2022-03-31 $155k 1.0k 147.90