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Vanguard Value ETF shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 72k 162.86
2023-12-31 $8.2M 55k 149.50
2023-09-30 $5.4M 39k 137.93
2023-06-30 $2.6M 19k 138.11
2023-03-31 $2.6M 19k 138.11
2022-12-31 $419k 3.0k 140.38
2022-09-30 $336k 2.7k 126.70
2022-06-30 $346k 2.6k 131.16
2022-03-31 $368k 2.5k 147.85
2021-12-31 $365k 2.5k 147.24
2021-09-30 $334k 2.5k 135.39
2021-06-30 $337k 2.5k 137.27
2021-03-31 $320k 2.4k 131.47
2020-12-31 $319k 2.7k 118.85