Vanguard Value ETF shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Vanguard Value ETF
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All positions including Vanguard Value ETF held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Value ETF by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 28k | 186.49 |
| 2025-06-30 | $4.6M | 26k | 176.74 |
| 2025-03-31 | $3.6M | 21k | 172.74 |
| 2024-12-31 | $3.0M | 18k | 169.34 |