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Vanguard Small-Cap Value ETF shares owned by Dopkins Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Dopkins 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 Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $567k 3.0k 191.88
2023-12-31 $506k 2.8k 179.97
2023-09-30 $471k 3.0k 159.49
2023-06-30 $462k 2.8k 165.37
2023-03-31 $489k 3.1k 158.73
2022-12-31 $487k 3.1k 158.78
2022-09-30 $437k 3.0k 143.51
2022-06-30 $454k 3.0k 149.79
2022-03-31 $531k 3.0k 175.94
2021-12-31 $538k 3.0k 178.86