Vanguard Small-Cap Value ETF shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $272k | 1.7k | 159.49 |
| 2023-06-30 | $242k | 1.5k | 165.39 |
| 2020-12-31 | $52k | 366 | 142.08 |
| 2020-09-30 | $40k | 366 | 109.29 |
| 2020-06-30 | $39k | 366 | 106.56 |
| 2019-12-31 | $7.0k | 53 | 132.08 |
| 2019-09-30 | $368k | 2.9k | 128.99 |
| 2019-06-30 | $358k | 2.7k | 130.56 |
| 2019-03-31 | $348k | 2.7k | 128.89 |
| 2018-12-31 | $308k | 2.7k | 114.07 |
| 2018-09-30 | $376k | 2.7k | 139.26 |
| 2018-06-30 | $367k | 2.7k | 135.93 |
| 2018-03-31 | $349k | 2.7k | 129.26 |
| 2017-12-31 | $359k | 2.7k | 132.96 |
| 2017-09-30 | $345k | 2.7k | 127.78 |
| 2017-06-30 | $332k | 2.7k | 122.96 |
| 2017-03-31 | $332k | 2.7k | 122.96 |
| 2016-12-31 | $327k | 2.7k | 121.11 |
| 2016-09-30 | $299k | 2.7k | 110.74 |
| 2016-06-30 | $284k | 2.7k | 105.19 |