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Vanguard Value ETF shares owned by Martel Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Martel Wealth Advisors from 13F filings

Historical chart of Martel Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 37k 174.62
2024-06-30 $6.1M 38k 160.41
2024-03-31 $6.2M 38k 162.86
2023-12-31 $5.8M 39k 149.50
2023-09-30 $5.3M 38k 137.93
2023-06-30 $5.6M 40k 142.10
2023-03-31 $5.8M 42k 138.11
2022-12-31 $5.7M 40k 140.37
2022-09-30 $4.8M 39k 123.48
2022-06-30 $5.1M 39k 131.88
2022-03-31 $5.5M 37k 147.78
2021-12-31 $5.5M 38k 147.11
2021-09-30 $5.0M 37k 135.37
2021-06-30 $5.1M 37k 137.46
2021-03-31 $4.7M 36k 131.46
2020-12-31 $4.2M 35k 118.96
2020-09-30 $3.7M 35k 104.51
2020-06-30 $3.5M 35k 99.59
2020-03-31 $3.1M 35k 89.06
2019-12-31 $4.3M 36k 119.85
2019-09-30 $4.0M 36k 111.62
2019-06-30 $4.1M 37k 110.92
2019-03-31 $4.0M 37k 107.63
2018-12-31 $3.6M 36k 97.95
2018-09-30 $4.4M 40k 110.68