Vanguard Value ETF shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $967k | 5.7k | 169.30 |
| 2024-09-30 | $826k | 4.7k | 174.57 |
| 2024-06-30 | $704k | 4.4k | 160.41 |
| 2024-03-31 | $681k | 4.2k | 162.86 |
| 2023-12-31 | $625k | 4.2k | 149.50 |
| 2023-09-30 | $630k | 4.6k | 137.93 |
| 2023-06-30 | $649k | 4.6k | 142.10 |
| 2023-03-31 | $624k | 4.5k | 138.11 |
| 2022-12-31 | $634k | 4.5k | 140.27 |
| 2022-09-30 | $361k | 2.9k | 123.63 |
More positions owned by Kathleen S. Wright Associates
View all positions for Kathleen S. Wright Associates