Vanguard Small-Cap Value ETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $868k | 4.5k | 191.89 |
| 2023-12-31 | $674k | 3.7k | 179.99 |
| 2023-09-30 | $891k | 5.6k | 159.50 |
| 2018-09-30 | $436k | 3.1k | 140.14 |
| 2018-06-30 | $303k | 2.2k | 135.69 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors