Vanguard Value ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 24k | 186.49 |
| 2025-06-30 | $4.3M | 25k | 176.74 |
| 2025-03-31 | $4.3M | 25k | 172.74 |
| 2024-12-31 | $4.2M | 25k | 169.30 |
| 2024-09-30 | $4.8M | 28k | 174.57 |
| 2024-06-30 | $4.4M | 28k | 160.41 |
| 2024-03-31 | $4.9M | 30k | 162.86 |
| 2023-12-31 | $4.9M | 33k | 149.50 |
| 2023-09-30 | $4.5M | 33k | 137.93 |
| 2023-06-30 | $4.9M | 35k | 142.10 |
| 2023-03-31 | $5.2M | 38k | 138.11 |
| 2022-12-31 | $5.2M | 37k | 140.37 |
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