Vanguard Value ETF shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 12k | 186.48 |
| 2025-06-30 | $2.0M | 12k | 176.74 |
| 2025-03-31 | $2.0M | 12k | 172.74 |
| 2024-12-31 | $2.2M | 13k | 169.30 |
| 2024-09-30 | $2.5M | 14k | 174.57 |
| 2024-06-30 | $2.3M | 14k | 160.41 |
| 2024-03-31 | $1.7M | 11k | 162.86 |
| 2023-12-31 | $1.4M | 9.6k | 149.49 |
| 2023-09-30 | $1.1M | 8.3k | 137.93 |
| 2023-06-30 | $1.1M | 7.4k | 142.10 |
| 2023-03-31 | $821k | 5.9k | 138.11 |
More positions owned by Paragon Private Wealth Management
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