Vanguard Value ETF shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Vanguard Value ETF
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All positions including Vanguard Value ETF held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $3.1M | 19k | 169.30 |
2024-09-30 | $3.3M | 19k | 174.57 |
2024-06-30 | $2.8M | 17k | 160.41 |
2024-03-31 | $2.8M | 17k | 162.86 |
2023-12-31 | $2.5M | 17k | 149.50 |
2023-09-30 | $2.2M | 16k | 137.93 |
2023-06-30 | $2.0M | 14k | 142.11 |
2023-03-31 | $1.9M | 14k | 138.11 |
2022-12-31 | $2.0M | 14k | 140.37 |
2022-09-30 | $2.2M | 17k | 123.47 |
2022-06-30 | $1.4M | 11k | 131.86 |
2022-03-31 | $1.6M | 11k | 147.79 |
2021-12-31 | $1.8M | 12k | 147.12 |
2021-09-30 | $1.7M | 12k | 135.39 |
2021-06-30 | $1.7M | 12k | 137.49 |
2021-03-31 | $1.6M | 12k | 131.46 |
2020-12-31 | $1.4M | 12k | 118.94 |
2020-03-31 | $275k | 3.1k | 89.17 |
2019-12-31 | $619k | 5.2k | 119.87 |
2019-09-30 | $566k | 5.1k | 111.57 |
2019-06-30 | $506k | 4.6k | 110.99 |