Vanguard Small-Cap Value ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Amplius Wealth Advisors 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $311k | 1.6k | 191.89 |
| 2023-12-31 | $297k | 1.6k | 179.98 |
| 2023-09-30 | $272k | 1.7k | 159.49 |
| 2023-06-30 | $263k | 1.6k | 165.40 |
| 2023-03-31 | $305k | 1.9k | 158.76 |
| 2022-12-31 | $368k | 2.3k | 158.80 |
| 2022-09-30 | $483k | 3.4k | 143.54 |
| 2022-06-30 | $11M | 75k | 149.81 |
| 2021-12-31 | $47k | 263 | 178.71 |