Vanguard Value ETF shares owned by Perissos Private Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Perissos Private Wealth Management
from 13F filings
Historical chart of Perissos Private Wealth Management investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Perissos Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Perissos Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 1.4k | 186.53 |
| 2025-06-30 | $269k | 1.5k | 176.78 |
| 2025-03-31 | $350k | 2.0k | 172.77 |
| 2024-12-31 | $258k | 1.5k | 169.34 |
| 2024-09-30 | $266k | 1.5k | 174.53 |
| 2024-06-30 | $243k | 1.5k | 160.44 |
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