Vanguard Value ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $51M | 290k | 174.57 |
| 2024-06-30 | $46M | 277k | 168.01 |
| 2024-03-31 | $43M | 274k | 156.49 |
| 2023-12-31 | $33M | 221k | 149.50 |
| 2023-09-30 | $27M | 193k | 137.93 |
| 2023-06-30 | $22M | 158k | 142.10 |
| 2023-03-31 | $20M | 145k | 138.11 |
| 2022-12-31 | $18M | 130k | 140.37 |
| 2022-09-30 | $7.3M | 59k | 124.00 |
| 2022-06-30 | $3.2M | 24k | 131.88 |
| 2022-03-31 | $2.7M | 19k | 142.86 |
| 2021-12-31 | $2.3M | 16k | 142.86 |
More positions owned by EverSource Wealth Advisors
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