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Vanguard Value ETF shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 8.4k 186.49
2025-06-30 $1.5M 8.4k 176.74
2025-03-31 $1.4M 8.1k 172.74
2024-12-31 $1.2M 7.4k 169.30
2024-09-30 $471k 2.7k 174.58
2024-06-30 $500k 3.1k 160.39
2023-09-30 $610k 4.4k 137.94
2023-06-30 $3.5M 25k 142.10
2023-03-31 $9.7M 70k 138.11
2022-12-31 $11M 75k 140.37
2022-09-30 $9.4M 76k 123.48
2022-06-30 $10M 76k 131.88
2022-03-31 $12M 78k 147.78