Vanguard Small-Cap Value ETF shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Sonoma Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $548k | 2.9k | 191.88 |
2023-12-31 | $513k | 2.9k | 179.97 |
2023-09-30 | $584k | 3.7k | 159.49 |
2023-06-30 | $558k | 3.4k | 165.40 |
2023-03-31 | $673k | 4.2k | 158.76 |
2022-12-31 | $333k | 2.1k | 158.80 |