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Vanguard Value ETF shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $882k 6.3k 140.37
2022-09-30 $330k 2.7k 123.55
2022-06-30 $15k 114 131.88
2022-03-31 $17k 114 149.12
2021-09-30 $23k 172 133.72
2021-06-30 $24k 172 139.53