Vanguard Small-Cap Value ETF shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $296k | 2.0k | 149.80 |
| 2022-03-31 | $405k | 2.3k | 176.09 |
| 2021-12-31 | $583k | 3.3k | 178.89 |
| 2021-09-30 | $553k | 3.3k | 169.32 |
| 2021-06-30 | $567k | 3.3k | 173.61 |
| 2021-03-31 | $541k | 3.3k | 165.65 |
| 2018-09-30 | $229k | 1.6k | 139.38 |
| 2018-06-30 | $281k | 2.1k | 135.55 |
| 2018-03-31 | $291k | 2.3k | 128.87 |
| 2017-12-31 | $300k | 2.3k | 132.57 |