Vanguard Value ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 44k | 174.56 |
| 2024-06-30 | $554k | 3.5k | 160.45 |
| 2024-03-31 | $565k | 3.5k | 162.89 |
| 2023-12-31 | $581k | 3.9k | 149.49 |
| 2023-09-30 | $245k | 1.8k | 136.06 |
| 2023-06-30 | $369k | 2.6k | 142.10 |