Vanguard Small-Cap Value ETF shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $572k | 4.7k | 122.93 |
| 2016-12-31 | $538k | 4.4k | 121.03 |
| 2016-09-30 | $457k | 4.1k | 110.71 |
| 2016-06-30 | $457k | 4.3k | 105.35 |
| 2015-12-31 | $257k | 2.6k | 98.58 |
| 2015-09-30 | $339k | 3.5k | 96.91 |
| 2015-06-30 | $517k | 4.8k | 107.75 |
| 2015-03-31 | $349k | 3.2k | 109.27 |
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