Vanguard Value ETF shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Vanguard Value ETF
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All positions including Vanguard Value ETF held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Value ETF by Wellspring Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $18M | 945k | 18.89 |
2024-03-31 | $19M | 948k | 19.69 |
2023-09-30 | $20M | 976k | 20.33 |
2023-06-30 | $20M | 976k | 20.93 |
2023-03-31 | $21M | 985k | 21.34 |
2022-12-31 | $22M | 988k | 22.13 |
2022-09-30 | $19M | 988k | 19.52 |
2022-06-30 | $20M | 986k | 20.56 |
2022-03-31 | $22M | 983k | 22.63 |
2021-12-31 | $18M | 956k | 18.95 |
2021-09-30 | $17M | 955k | 17.32 |
2021-06-30 | $13M | 96k | 137.46 |
2021-03-31 | $3.2M | 35k | 89.05 |
2020-12-31 | $7.4M | 62k | 118.95 |
2020-09-30 | $6.7M | 64k | 104.51 |
2020-06-30 | $6.5M | 66k | 99.59 |
2020-03-31 | $3.2M | 35k | 89.05 |
More positions owned by Wellspring Financial Advisors
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