Vanguard Value ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 12k | 187.32 |
| 2025-06-30 | $2.2M | 12k | 177.56 |
| 2025-03-31 | $2.1M | 12k | 172.74 |
| 2024-12-31 | $2.1M | 12k | 169.30 |
| 2024-09-30 | $2.1M | 12k | 174.57 |
| 2024-06-30 | $2.0M | 12k | 161.32 |
| 2024-03-31 | $2.0M | 12k | 162.86 |
| 2023-12-31 | $1.8M | 12k | 149.50 |
| 2023-09-30 | $1.7M | 12k | 137.93 |
| 2023-06-30 | $1.7M | 12k | 142.10 |
| 2023-03-31 | $1.7M | 12k | 138.11 |
| 2022-12-31 | $1.7M | 12k | 140.37 |
| 2022-09-30 | $1.6M | 13k | 123.49 |
| 2022-06-30 | $1.7M | 13k | 131.90 |
| 2022-03-31 | $2.6M | 18k | 147.76 |