Vanguard Value ETF shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Value ETF by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $345k | 2.1k | 160.41 |
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