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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Northwest Wealth Management

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