Vanguard Value ETF shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 1.9k | 174.57 |
| 2024-06-30 | $289k | 1.8k | 160.41 |
| 2024-03-31 | $419k | 2.6k | 162.86 |
| 2023-12-31 | $381k | 2.5k | 149.50 |
| 2023-09-30 | $351k | 2.5k | 137.93 |
| 2023-06-30 | $362k | 2.5k | 142.10 |
| 2023-03-31 | $390k | 2.8k | 138.09 |
| 2022-12-31 | $397k | 2.8k | 140.39 |
| 2022-09-30 | $358k | 2.9k | 123.41 |
| 2022-06-30 | $390k | 3.0k | 131.94 |
| 2021-12-31 | $596k | 4.1k | 147.16 |
| 2021-03-31 | $617k | 4.2k | 147.71 |
More positions owned by Collaborative Wealth Managment
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