Vanguard Value ETF shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Southern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $4.4M | 32k | 138.11 |
| 2022-12-31 | $9.8M | 70k | 140.37 |
| 2022-09-30 | $7.1M | 51k | 137.98 |
| 2022-06-30 | $2.1M | 16k | 131.89 |
| 2022-03-31 | $2.7M | 19k | 147.80 |
| 2021-12-31 | $1.3M | 9.1k | 147.07 |
| 2021-09-30 | $6.0M | 45k | 135.38 |
| 2021-06-30 | $6.2M | 44k | 140.17 |
| 2021-03-31 | $5.7M | 43k | 131.47 |
| 2020-12-31 | $5.2M | 44k | 118.95 |
| 2020-09-30 | $4.4M | 42k | 104.52 |
| 2020-06-30 | $4.1M | 42k | 99.58 |
| 2020-03-31 | $3.6M | 41k | 89.06 |
| 2019-12-31 | $9.4M | 78k | 119.85 |
More positions owned by Southern Wealth Management
View all positions for Southern Wealth Management