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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Quarterly reported holdings in Vanguard Value ETF by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Hillcrest Wealth Advisors - NY
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