Vanguard Value ETF shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55k | 294 | 187.43 |
| 2025-06-30 | $52k | 294 | 177.70 |
| 2025-03-31 | $51k | 294 | 172.74 |
| 2024-12-31 | $50k | 294 | 169.30 |
| 2024-09-30 | $75k | 427 | 174.57 |
| 2024-06-30 | $69k | 427 | 161.42 |
| 2024-03-31 | $70k | 427 | 162.86 |
| 2023-12-31 | $44k | 294 | 149.50 |