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Vanguard Value ETF shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wells 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 13k 174.57
2024-06-30 $2.2M 14k 160.41
2024-03-31 $2.3M 14k 162.86
2023-09-30 $2.1M 15k 137.93
2023-06-30 $2.1M 15k 142.10
2023-03-31 $2.2M 16k 138.11
2022-12-31 $2.2M 16k 140.37
2022-09-30 $1.9M 16k 123.49
2022-06-30 $2.1M 16k 131.85
2022-03-31 $2.2M 15k 147.77
2021-12-31 $2.1M 15k 147.11
2021-09-30 $2.0M 15k 135.39
2021-06-30 $1.9M 14k 137.48
2021-03-31 $2.1M 16k 131.47
2020-12-31 $1.7M 14k 118.99