Vanguard Value ETF shares owned by KWB Wealth
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.7k | 176.70 |
| 2025-06-30 | $302k | 1.7k | 172.70 |
| 2025-03-31 | $296k | 1.7k | 169.27 |
| 2024-12-31 | $304k | 1.7k | 174.56 |
| 2024-09-30 | $279k | 1.7k | 160.43 |
| 2024-06-30 | $283k | 1.7k | 162.88 |
| 2024-03-31 | $283k | 1.7k | 162.88 |
| 2023-12-31 | $271k | 1.8k | 149.52 |
| 2023-09-30 | $257k | 1.8k | 142.09 |
| 2023-06-30 | $257k | 1.8k | 142.09 |
| 2023-03-31 | $242k | 1.7k | 140.36 |
| 2022-09-30 | $212k | 1.7k | 123.40 |
| 2022-06-30 | $228k | 1.7k | 132.17 |
| 2022-03-31 | $252k | 1.7k | 147.37 |
| 2021-12-31 | $252k | 1.7k | 147.37 |
| 2021-09-30 | $231k | 1.7k | 135.33 |
| 2021-06-30 | $258k | 2.0k | 131.70 |
| 2021-03-31 | $258k | 2.0k | 131.70 |
| 2020-12-31 | $233k | 2.0k | 119.12 |