Vanguard Value ETF shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $543k | 3.6k | 149.63 |
| 2023-09-30 | $502k | 3.6k | 137.87 |
| 2023-06-30 | $485k | 3.4k | 142.02 |
| 2023-03-31 | $433k | 3.1k | 137.99 |
| 2022-12-31 | $413k | 2.9k | 140.37 |
| 2022-09-30 | $363k | 2.9k | 123.43 |
| 2022-06-30 | $389k | 2.9k | 132.04 |
| 2022-03-31 | $466k | 3.2k | 147.94 |
| 2021-12-31 | $482k | 3.3k | 147.22 |
| 2021-09-30 | $443k | 3.3k | 135.31 |
| 2021-06-30 | $446k | 3.2k | 137.36 |
| 2021-03-31 | $454k | 3.5k | 131.59 |
| 2020-12-31 | $410k | 3.5k | 118.84 |
| 2020-09-30 | $361k | 3.5k | 104.64 |
| 2020-06-30 | $339k | 3.4k | 99.53 |
| 2020-03-31 | $441k | 5.0k | 89.07 |