Vanguard Small-Cap Value ETF shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 18k | 191.88 |
| 2023-12-31 | $2.7M | 15k | 179.97 |
| 2023-09-30 | $2.3M | 15k | 159.49 |
| 2023-06-30 | $2.3M | 14k | 165.40 |
| 2023-03-31 | $2.1M | 13k | 158.76 |
| 2022-12-31 | $2.1M | 13k | 158.80 |
| 2022-09-30 | $1.8M | 13k | 143.37 |
| 2022-06-30 | $699k | 4.7k | 149.90 |
| 2022-03-31 | $476k | 2.7k | 175.97 |
| 2021-12-31 | $383k | 2.1k | 178.97 |
| 2021-09-30 | $369k | 2.2k | 169.34 |
| 2021-06-30 | $372k | 2.2k | 170.80 |
| 2021-03-31 | $348k | 2.1k | 165.40 |
| 2020-12-31 | $258k | 1.8k | 142.31 |