Vanguard Value ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 15k | 186.50 |
| 2025-06-30 | $2.5M | 14k | 176.69 |
| 2025-03-31 | $2.9M | 17k | 172.74 |
| 2024-12-31 | $3.0M | 18k | 169.32 |
| 2024-09-30 | $3.1M | 18k | 174.55 |
| 2024-06-30 | $3.0M | 19k | 160.29 |
| 2024-03-31 | $2.9M | 18k | 163.53 |
| 2023-12-31 | $2.6M | 29k | 91.28 |
| 2023-09-30 | $2.8M | 20k | 137.93 |
| 2023-06-30 | $3.0M | 20k | 148.63 |
| 2023-03-31 | $2.8M | 20k | 138.06 |
| 2022-09-30 | $2.2M | 18k | 123.41 |
| 2022-06-30 | $2.1M | 16k | 131.81 |
| 2022-03-31 | $2.4M | 16k | 145.20 |
| 2021-12-31 | $2.5M | 17k | 147.02 |
| 2021-09-30 | $2.5M | 17k | 144.83 |
| 2021-06-30 | $1.3M | 9.7k | 137.27 |
| 2021-03-31 | $718k | 6.0k | 118.85 |
| 2020-12-31 | $718k | 6.0k | 118.85 |
| 2020-09-30 | $626k | 6.0k | 104.49 |
| 2020-06-30 | $579k | 5.8k | 99.54 |
| 2020-03-31 | $523k | 5.9k | 88.99 |
| 2019-12-31 | $727k | 6.1k | 119.89 |
| 2019-09-30 | $755k | 6.8k | 111.60 |
| 2019-06-30 | $730k | 6.6k | 110.87 |
| 2019-03-31 | $734k | 6.8k | 107.59 |
| 2018-12-31 | $688k | 7.0k | 97.85 |