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Vanguard Value ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 87k 149.50
2023-09-30 $12M 84k 137.93
2023-06-30 $11M 75k 142.10
2023-03-31 $9.6M 70k 138.11
2022-12-31 $9.3M 66k 140.37
2022-09-30 $6.8M 55k 123.48
2022-06-30 $6.5M 49k 131.86
2022-03-31 $4.5M 30k 148.39
2021-12-31 $3.6M 25k 147.17