Vanguard Value ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $884k | 5.1k | 172.74 |
| 2024-12-31 | $829k | 4.9k | 169.30 |
| 2024-09-30 | $910k | 5.2k | 174.57 |
| 2024-06-30 | $841k | 5.2k | 160.41 |
| 2024-03-31 | $866k | 5.3k | 162.86 |
| 2023-12-31 | $860k | 5.8k | 149.49 |
| 2023-09-30 | $813k | 5.9k | 137.93 |
| 2023-06-30 | $832k | 5.9k | 142.10 |
| 2023-03-31 | $758k | 5.5k | 138.11 |
| 2022-12-31 | $750k | 5.3k | 140.37 |
| 2022-09-30 | $659k | 5.3k | 125.02 |
| 2022-06-30 | $711k | 5.4k | 131.86 |
| 2022-03-31 | $678k | 4.5k | 150.00 |
| 2021-12-31 | $357k | 2.4k | 147.22 |