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Vanguard Value ETF shares owned by Hillcrest Wealth Advisors - NY

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Hillcrest Wealth Advisors - NY from 13F filings

Historical chart of Hillcrest Wealth Advisors - NY investment in Vanguard Value ETF

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All positions including Vanguard Value ETF held by Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 25k 174.57
2024-06-30 $3.9M 25k 160.41
2024-03-31 $4.0M 25k 162.86
2023-12-31 $3.7M 25k 149.50
2023-09-30 $3.4M 25k 137.93
2023-06-30 $3.5M 25k 142.10
2023-03-31 $3.4M 25k 138.11
2022-12-31 $3.4M 25k 140.37
2022-09-30 $3.0M 25k 123.50
2022-06-30 $3.2M 25k 131.88
2022-03-31 $3.6M 25k 147.77
2021-12-31 $3.7M 25k 147.12
2021-09-30 $3.4M 25k 135.36
2021-06-30 $3.4M 25k 137.48
2021-03-31 $4.4M 34k 131.47
2020-12-31 $4.0M 34k 118.97
2020-09-30 $3.7M 36k 104.51
2020-06-30 $3.4M 34k 99.59
2020-03-31 $3.0M 34k 89.06
2019-12-31 $3.8M 32k 119.86
2019-09-30 $3.5M 31k 111.61
2019-06-30 $3.5M 31k 110.91
2019-03-31 $3.4M 31k 107.62
2018-12-31 $3.3M 33k 97.96