Vanguard Small-Cap Value ETF shares owned by Northwest Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Northwest Wealth Management
from 13F filings
Historical chart of Northwest Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Northwest Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.2M | 18k | 179.97 |
2023-09-30 | $2.9M | 18k | 159.49 |
2023-06-30 | $3.2M | 19k | 165.40 |
2023-03-31 | $3.0M | 19k | 158.76 |
2022-12-31 | $3.0M | 19k | 158.80 |
2022-09-30 | $3.0M | 21k | 143.39 |
2022-06-30 | $3.2M | 22k | 149.80 |
2022-03-31 | $4.1M | 23k | 175.95 |
2021-12-31 | $4.3M | 24k | 178.87 |
2021-09-30 | $4.1M | 25k | 169.25 |
2021-06-30 | $4.3M | 25k | 173.65 |
2021-03-31 | $4.5M | 27k | 165.60 |
2020-12-31 | $4.1M | 29k | 142.21 |
2020-09-30 | $3.4M | 31k | 110.62 |
2020-06-30 | $3.8M | 35k | 106.92 |
2020-03-31 | $3.3M | 37k | 88.79 |
2019-12-31 | $5.4M | 40k | 137.08 |
2019-09-30 | $6.7M | 52k | 128.85 |
2019-06-30 | $7.3M | 56k | 130.54 |
2019-03-31 | $6.9M | 54k | 128.72 |
2018-12-31 | $6.2M | 54k | 114.06 |
2018-09-30 | $7.6M | 55k | 139.36 |
2018-06-30 | $7.5M | 55k | 135.80 |
2018-03-31 | $7.1M | 55k | 129.41 |
2017-12-31 | $7.4M | 56k | 132.79 |
2017-09-30 | $7.0M | 55k | 127.79 |
2017-06-30 | $8.1M | 66k | 122.91 |
2017-03-31 | $8.4M | 68k | 122.86 |
2016-12-31 | $7.3M | 60k | 120.99 |
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