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Vanguard Value ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 87k 162.86
2023-12-31 $15M 100k 149.50
2023-09-30 $16M 118k 137.93
2023-06-30 $20M 138k 142.10
2023-03-31 $22M 156k 138.11
2022-12-31 $22M 157k 140.37
2022-09-30 $19M 156k 123.48
2022-06-30 $19M 144k 131.88
2022-03-31 $562k 3.8k 147.89
2021-12-31 $212k 1.4k 147.22
2020-12-31 $1.0M 8.5k 118.99