Vanguard Value ETF shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Value ETF by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $639k | 4.3k | 149.49 |
2023-09-30 | $237k | 1.7k | 137.89 |
2023-06-30 | $242k | 1.7k | 142.10 |
2023-03-31 | $275k | 2.0k | 138.13 |
2022-12-31 | $303k | 2.2k | 140.37 |
2022-09-30 | $201k | 1.6k | 123.24 |
2022-06-30 | $212k | 1.6k | 131.60 |
2022-03-31 | $236k | 1.6k | 147.59 |