Vanguard Value ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $664k | 3.9k | 169.32 |
| 2024-09-30 | $686k | 3.9k | 174.58 |
| 2024-06-30 | $588k | 3.7k | 160.39 |
| 2024-03-31 | $640k | 3.9k | 162.86 |
| 2023-12-31 | $640k | 4.3k | 149.50 |
| 2023-09-30 | $608k | 4.4k | 137.95 |
| 2023-06-30 | $654k | 4.6k | 142.11 |
| 2023-03-31 | $636k | 4.6k | 138.12 |
| 2022-12-31 | $612k | 4.4k | 140.38 |
| 2022-09-30 | $538k | 4.4k | 123.39 |
| 2022-06-30 | $575k | 4.4k | 131.97 |
| 2022-03-31 | $585k | 4.0k | 147.73 |
| 2021-12-31 | $584k | 4.0k | 147.03 |
| 2021-09-30 | $1.1M | 8.5k | 135.32 |
| 2021-06-30 | $1.2M | 8.6k | 137.41 |
| 2021-03-31 | $2.3M | 18k | 131.40 |
| 2020-12-31 | $541k | 4.5k | 119.06 |
| 2020-09-30 | $283k | 2.7k | 104.39 |
| 2020-06-30 | $233k | 2.3k | 99.66 |
| 2020-03-31 | $210k | 2.4k | 89.06 |
| 2019-12-31 | $319k | 319 | 1000.00 |
| 2019-09-30 | $304k | 2.7k | 111.60 |
| 2019-06-30 | $468k | 4.2k | 110.90 |
| 2019-03-31 | $420k | 3.9k | 107.61 |
| 2018-09-30 | $1.2M | 10k | 111.20 |
| 2018-06-30 | $1.1M | 11k | 104.37 |
| 2018-03-31 | $1.0M | 10k | 103.80 |
| 2017-09-30 | $1.2M | 12k | 99.64 |
| 2017-06-30 | $1.4M | 15k | 96.44 |
More positions owned by Institute For Wealth Management
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