Vanguard Value ETF shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $581k | 2.7k | 217.99 |
| 2024-12-31 | $471k | 2.8k | 169.28 |
| 2024-09-30 | $388k | 2.2k | 174.60 |
| 2021-12-31 | $3.2M | 22k | 149.68 |
| 2021-09-30 | $3.0M | 22k | 136.94 |
| 2021-06-30 | $1.2M | 8.7k | 137.46 |
| 2021-03-31 | $646k | 4.9k | 133.06 |