Vanguard Value ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 30k | 162.86 |
| 2023-12-31 | $4.4M | 30k | 149.50 |
| 2023-09-30 | $4.2M | 30k | 137.93 |
| 2023-06-30 | $5.3M | 37k | 142.10 |
| 2023-03-31 | $5.1M | 37k | 138.11 |
| 2022-12-31 | $5.2M | 37k | 140.37 |
| 2022-09-30 | $4.5M | 36k | 123.47 |
| 2022-06-30 | $4.8M | 36k | 131.89 |
| 2022-03-31 | $5.4M | 37k | 147.79 |
| 2021-12-31 | $5.4M | 37k | 147.10 |
| 2021-09-30 | $4.4M | 32k | 135.37 |
| 2021-06-30 | $1.7M | 12k | 137.47 |
| 2020-09-30 | $17k | 165 | 103.03 |
| 2018-06-30 | $30k | 288 | 104.17 |
| 2018-03-31 | $30k | 288 | 104.17 |
| 2017-12-31 | $35k | 333 | 105.11 |
| 2017-09-30 | $33k | 333 | 99.10 |
| 2017-06-30 | $32k | 333 | 96.10 |
| 2017-03-31 | $31k | 333 | 93.09 |
| 2016-12-31 | $31k | 333 | 93.09 |
| 2016-09-30 | $29k | 333 | 87.09 |
| 2016-06-30 | $12k | 143 | 83.92 |
| 2016-03-31 | $12k | 143 | 83.92 |
| 2015-12-31 | $12k | 143 | 83.92 |
| 2015-09-30 | $11k | 143 | 76.92 |