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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

Tip: Access up to 7 years of quarterly data

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

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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
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