Vanguard Value ETF shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $265k | 1.5k | 174.57 |
| 2024-06-30 | $276k | 1.7k | 160.41 |
| 2024-03-31 | $248k | 1.5k | 162.86 |
| 2023-09-30 | $210k | 1.5k | 137.93 |
| 2023-06-30 | $216k | 1.5k | 142.10 |
| 2023-03-31 | $210k | 1.5k | 138.11 |
| 2022-12-31 | $213k | 1.5k | 140.37 |
| 2022-09-30 | $272k | 2.2k | 123.64 |
| 2022-06-30 | $311k | 2.4k | 131.78 |
| 2022-03-31 | $349k | 2.4k | 147.88 |
| 2021-12-31 | $324k | 2.2k | 147.27 |
| 2021-09-30 | $205k | 1.5k | 134.87 |
| 2021-06-30 | $324k | 2.4k | 137.29 |
| 2021-03-31 | $341k | 2.5k | 137.50 |
| 2020-12-31 | $458k | 3.9k | 118.84 |