Vanguard Value ETF shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $432k | 2.5k | 174.57 |
| 2024-06-30 | $397k | 2.5k | 160.41 |
| 2024-03-31 | $403k | 2.5k | 162.86 |
| 2023-12-31 | $370k | 2.5k | 149.50 |
| 2023-09-30 | $341k | 2.5k | 137.93 |
| 2015-03-31 | $569k | 6.8k | 83.71 |
| 2014-09-30 | $296k | 3.6k | 81.23 |
| 2014-06-30 | $374k | 4.6k | 81.06 |
| 2014-03-31 | $360k | 4.6k | 78.09 |
| 2013-12-31 | $301k | 3.9k | 76.49 |
| 2013-03-31 | $18k | 274 | 65.69 |
| 2012-12-31 | $16k | 273 | 58.61 |
| 2012-09-30 | $16k | 265 | 60.38 |
| 2011-12-31 | $315k | 6.0k | 52.50 |
| 2011-09-30 | $282k | 6.0k | 47.00 |
| 2011-03-31 | $340k | 6.0k | 56.67 |
| 2010-12-31 | $347k | 6.5k | 53.38 |