Vanguard Value ETF shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 36k | 149.50 |
| 2023-09-30 | $5.4M | 39k | 137.93 |
| 2023-06-30 | $5.7M | 40k | 142.10 |
| 2023-03-31 | $5.6M | 41k | 138.11 |
| 2022-12-31 | $6.1M | 43k | 140.37 |
| 2022-09-30 | $6.0M | 48k | 123.47 |
| 2022-06-30 | $6.4M | 49k | 131.88 |
| 2022-03-31 | $7.6M | 52k | 147.78 |
| 2021-12-31 | $8.4M | 57k | 147.11 |
| 2021-09-30 | $7.8M | 57k | 135.37 |
| 2021-06-30 | $8.0M | 58k | 137.45 |
| 2021-03-31 | $8.3M | 63k | 131.46 |
| 2020-12-31 | $8.1M | 68k | 118.96 |
More positions owned by Windward Private Wealth Management
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