Vanguard Value ETF shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Vanguard Value ETF
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All positions including Vanguard Value ETF held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.2M | 18k | 174.57 |
2024-06-30 | $4.8M | 30k | 160.41 |
2024-03-31 | $4.4M | 27k | 162.86 |
2023-12-31 | $7.7M | 52k | 149.50 |
2023-09-30 | $3.4M | 25k | 137.93 |
2023-06-30 | $1.9M | 13k | 142.10 |
2023-03-31 | $1.8M | 13k | 138.11 |
2022-12-31 | $982k | 7.0k | 140.37 |
2022-09-30 | $564k | 4.6k | 123.55 |
2022-06-30 | $602k | 4.6k | 131.87 |
2019-12-31 | $10M | 86k | 119.85 |
2017-03-31 | $2.3M | 24k | 94.91 |
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