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Vanguard Value ETF shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Marks Group 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 Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 8.4k 174.57
2024-06-30 $1.4M 8.5k 160.41
2024-03-31 $1.5M 9.3k 162.85
2023-12-31 $1.4M 9.1k 149.49
2023-09-30 $1.9M 14k 137.93
2023-06-30 $1.9M 13k 142.10
2023-03-31 $1.9M 13k 138.11
2022-12-31 $1.3M 9.2k 140.37
2022-09-30 $1.2M 9.5k 123.48
2022-06-30 $1.2M 9.3k 131.90
2022-03-31 $1.2M 8.2k 147.74
2021-12-31 $1.2M 8.5k 147.06
2021-09-30 $1.1M 8.2k 135.24
2021-06-30 $763k 5.5k 137.53
2021-03-31 $729k 5.5k 131.40
2020-12-31 $660k 5.5k 118.96
2020-09-30 $543k 5.2k 104.58
2020-06-30 $517k 5.2k 99.58
2020-03-31 $456k 5.1k 89.36
2019-12-31 $654k 5.5k 119.85