Vanguard Value ETF shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 3.0k | 187.43 |
| 2025-06-30 | $542k | 3.0k | 177.70 |
| 2025-03-31 | $527k | 3.0k | 172.74 |
| 2024-12-31 | $516k | 3.0k | 169.30 |
| 2024-09-30 | $528k | 3.0k | 174.57 |
| 2024-06-30 | $488k | 3.0k | 161.42 |
| 2024-03-31 | $482k | 3.0k | 159.33 |
| 2023-12-31 | $452k | 3.0k | 149.50 |
| 2023-09-30 | $423k | 3.0k | 140.02 |
| 2023-06-30 | $444k | 3.0k | 146.71 |
| 2023-03-31 | $415k | 3.0k | 137.28 |
| 2022-12-31 | $424k | 3.0k | 140.37 |
| 2022-09-30 | $373k | 3.0k | 123.48 |
| 2022-06-30 | $399k | 3.0k | 131.88 |