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Vanguard Small-Cap Value ETF shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 1.8k 191.88
2023-12-31 $358k 2.0k 179.95
2023-09-30 $294k 1.8k 159.49
2023-06-30 $305k 1.8k 165.40