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Vanguard Value ETF shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $33M 221k 149.50
2023-09-30 $29M 213k 137.93
2023-06-30 $29M 204k 142.10
2023-03-31 $27M 193k 138.11
2022-12-31 $23M 162k 140.37
2022-09-30 $19M 153k 123.48
2022-06-30 $18M 137k 131.88
2022-03-31 $15M 99k 147.78
2021-12-31 $12M 84k 147.11