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Vanguard Value ETF shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $135k 726 186.49
2025-06-30 $128k 726 176.74
2025-03-31 $125k 721 172.74
2024-12-31 $122k 721 169.30
2024-09-30 $126k 722 174.57
2024-06-30 $4.5k 28 160.39
2024-03-31 $4.6k 28 162.86
2023-12-31 $3.4k 23 149.52
2023-09-30 $3.2k 23 137.91
2023-06-30 $3.3k 23 142.09