Vanguard Small-Cap Value ETF shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 9.1k | 191.88 |
| 2023-12-31 | $1.7M | 9.3k | 179.97 |
| 2023-09-30 | $1.4M | 8.9k | 159.49 |
| 2023-06-30 | $1.4M | 8.5k | 165.40 |
| 2023-03-31 | $1.1M | 6.6k | 158.76 |
| 2022-12-31 | $1.0M | 6.4k | 158.80 |
| 2022-09-30 | $816k | 5.7k | 143.43 |
| 2022-06-30 | $776k | 5.2k | 149.75 |
| 2022-03-31 | $999k | 5.7k | 175.88 |
| 2021-12-31 | $939k | 5.3k | 178.86 |
| 2021-09-30 | $1.8M | 11k | 169.25 |
| 2021-06-30 | $1.8M | 11k | 173.70 |
| 2021-03-31 | $1.7M | 10k | 165.59 |
| 2020-12-31 | $1.4M | 9.8k | 142.20 |
| 2020-09-30 | $895k | 8.1k | 110.60 |
| 2020-06-30 | $753k | 7.0k | 106.90 |