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Vanguard Value ETF shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $586k 3.9k 149.50
2023-09-30 $597k 4.3k 137.93
2023-06-30 $597k 4.2k 142.10
2023-03-31 $646k 4.7k 138.35
2022-12-31 $656k 4.7k 140.37
2022-09-30 $581k 4.7k 123.46
2022-06-30 $612k 4.6k 131.87
2022-03-31 $686k 4.6k 147.81
2021-09-30 $572k 4.2k 135.22
2021-06-30 $581k 4.2k 137.35
2021-03-31 $520k 4.0k 131.61
2020-12-31 $448k 3.8k 119.09