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Vanguard Value ETF shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $8.9M 75k 118.96
2020-09-30 $7.7M 73k 104.51
2020-06-30 $7.5M 75k 99.58
2020-03-31 $6.8M 77k 89.06
2019-12-31 $9.1M 76k 119.85
2019-09-30 $9.0M 81k 111.62
2019-06-30 $8.8M 79k 110.91
2019-03-31 $8.8M 81k 107.63
2018-12-31 $8.2M 84k 97.95
2018-09-30 $9.5M 86k 110.68
2018-06-30 $8.9M 86k 103.83
2018-03-31 $8.9M 89k 99.82
2017-12-31 $9.1M 85k 106.32
2017-09-30 $8.9M 89k 99.82
2017-06-30 $8.8M 91k 96.56
2017-03-31 $8.7M 92k 95.37
2016-12-31 $8.6M 92k 93.01
2016-09-30 $7.8M 90k 87.00
2016-06-30 $7.7M 91k 84.99
2016-03-31 $7.6M 92k 82.39
2015-12-31 $8.8M 108k 81.52
2015-09-30 $6.5M 84k 76.75
2015-06-30 $7.0M 84k 83.36
2015-03-31 $7.0M 84k 83.70
2014-12-31 $7.2M 86k 84.49
2014-09-30 $7.1M 87k 81.20
2014-06-30 $7.4M 91k 80.95
2014-03-31 $7.2M 92k 78.11
2013-12-31 $6.9M 91k 76.39