Vanguard Value ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.1M | 36k | 169.30 |
| 2024-09-30 | $7.7M | 44k | 174.57 |
| 2024-06-30 | $7.2M | 45k | 160.41 |
| 2024-03-31 | $9.2M | 56k | 162.86 |
| 2023-12-31 | $8.3M | 55k | 149.50 |
| 2023-09-30 | $6.4M | 46k | 137.93 |
| 2023-06-30 | $7.2M | 51k | 142.10 |
| 2023-03-31 | $6.8M | 49k | 138.11 |
| 2022-12-31 | $6.9M | 49k | 140.37 |
| 2022-09-30 | $6.3M | 51k | 123.47 |
| 2022-06-30 | $3.5M | 27k | 131.89 |
| 2022-03-31 | $12M | 81k | 147.78 |
| 2021-12-31 | $4.2M | 28k | 147.11 |
More positions owned by HB Wealth Management
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