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Vanguard Small-Cap ETF shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 11k 213.33
2023-09-30 $2.3M 12k 189.07
2023-06-30 $2.4M 12k 198.89
2023-03-31 $2.3M 12k 189.56
2022-12-31 $2.3M 13k 183.54
2022-09-30 $1.6M 9.1k 170.92
2022-06-30 $1.7M 9.4k 176.16
2022-03-31 $4.6M 22k 212.51
2021-12-31 $676k 3.0k 226.16
2021-09-30 $466k 2.1k 225.34
2021-06-30 $466k 2.1k 225.34
2021-03-31 $443k 2.1k 214.22
2020-12-31 $403k 2.1k 194.87
2020-09-30 $318k 2.1k 153.77
2020-06-30 $302k 2.1k 145.68