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Vanguard Small-Cap ETF shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $514k 2.3k 228.59
2023-12-31 $480k 2.3k 213.33
2023-09-30 $325k 1.7k 189.07
2023-06-30 $339k 1.7k 198.89
2023-03-31 $336k 1.8k 189.56
2022-12-31 $366k 2.0k 183.54
2022-09-30 $374k 2.2k 170.70
2022-06-30 $736k 3.6k 201.75
2021-12-31 $204k 905 225.41