HighMark Wealth Management »

Vanguard Small-Cap ETF shares owned by HighMark Wealth Management

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

Historical chart of HighMark 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 HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $54k 237 229.00
2023-12-31 $7.5k 35 215.37
2023-09-30 $6.6k 35 189.94
2023-06-30 $7.0k 35 199.03
2023-03-31 $28k 149 189.42
2022-12-31 $23k 125 183.95
2022-09-30 $19k 113 168.14
2022-06-30 $16k 93 172.04
2022-03-31 $18k 86 209.30
2021-12-31 $24k 77 311.69
2021-09-30 $15k 67 223.88
2021-06-30 $11k 48 229.17
2020-03-31 $23k 205 112.20
2019-12-31 $37k 226 163.72