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Vanguard Value ETF shares owned by SWMG

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

Historical chart of SWMG investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 1.7k 178.00
2024-06-30 $384k 2.4k 160.41
2024-03-31 $399k 2.5k 162.86
2023-12-31 $411k 2.8k 149.50
2023-09-30 $402k 2.9k 137.93
2023-06-30 $406k 2.9k 142.10
2023-03-31 $429k 3.1k 138.11
2022-12-31 $461k 3.3k 140.37
2022-09-30 $834k 6.8k 123.48
2022-03-31 $1.9M 13k 147.74
2021-12-31 $2.1M 14k 147.14
2021-09-30 $1.9M 14k 135.35
2021-06-30 $2.0M 15k 137.49
2021-03-31 $1.9M 15k 131.48
2020-12-31 $1.8M 15k 118.90