Vanguard Value ETF shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 35k | 188.05 |
| 2025-06-30 | $6.1M | 34k | 176.74 |
| 2025-03-31 | $6.9M | 40k | 172.74 |
| 2024-12-31 | $6.9M | 41k | 169.30 |
| 2024-09-30 | $7.1M | 41k | 174.57 |
| 2024-06-30 | $6.5M | 40k | 160.41 |
| 2024-03-31 | $6.5M | 40k | 162.86 |
| 2023-09-30 | $5.2M | 38k | 137.93 |
| 2023-06-30 | $5.4M | 38k | 142.10 |
| 2023-03-31 | $5.2M | 38k | 138.11 |
| 2022-12-31 | $3.2M | 26k | 123.48 |
| 2022-09-30 | $3.2M | 26k | 123.49 |
| 2022-06-30 | $2.8M | 21k | 131.72 |
| 2022-03-31 | $255k | 1.7k | 148.17 |
| 2021-12-31 | $254k | 1.7k | 147.59 |