Vanguard Value ETF shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $355k | 2.1k | 172.74 |
| 2024-12-31 | $337k | 2.0k | 169.30 |
| 2024-09-30 | $344k | 2.0k | 174.57 |
| 2024-06-30 | $304k | 1.9k | 160.41 |
| 2024-03-31 | $309k | 1.9k | 162.86 |
| 2023-12-31 | $283k | 1.9k | 149.50 |