Vanguard Value ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $782k | 4.5k | 174.55 |
| 2024-06-30 | $686k | 4.3k | 160.41 |
| 2024-03-31 | $716k | 4.4k | 162.86 |
| 2023-12-31 | $723k | 4.8k | 149.50 |
| 2023-09-30 | $625k | 4.5k | 137.92 |
| 2023-06-30 | $384k | 2.7k | 142.07 |
| 2023-03-31 | $444k | 3.2k | 138.12 |
| 2022-12-31 | $449k | 3.2k | 140.37 |
| 2022-09-30 | $352k | 2.9k | 123.46 |
| 2022-06-30 | $481k | 3.6k | 131.89 |
| 2022-03-31 | $891k | 6.0k | 147.78 |
| 2021-12-31 | $639k | 4.3k | 147.10 |
| 2021-09-30 | $453k | 3.3k | 135.35 |
| 2021-06-30 | $588k | 4.3k | 137.47 |
| 2021-03-31 | $426k | 3.2k | 131.46 |
| 2020-12-31 | $286k | 2.4k | 118.96 |
| 2020-09-30 | $215k | 2.1k | 104.50 |
| 2020-06-30 | $246k | 2.5k | 99.60 |
| 2020-03-31 | $220k | 2.5k | 89.06 |
| 2019-12-31 | $205k | 1.7k | 119.86 |