Vanguard Small-Cap ETF shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 5.5k | 237.21 |
| 2024-06-30 | $1.2M | 5.6k | 218.03 |
| 2024-03-31 | $1.3M | 5.5k | 228.60 |
| 2023-12-31 | $1.2M | 5.5k | 213.34 |
| 2023-09-30 | $1.0M | 5.5k | 189.06 |
| 2023-06-30 | $1.1M | 5.4k | 198.90 |
| 2023-03-31 | $938k | 4.9k | 189.55 |
| 2022-12-31 | $920k | 5.0k | 183.53 |
| 2022-09-30 | $965k | 5.6k | 170.95 |
| 2022-06-30 | $970k | 5.5k | 176.14 |
| 2022-03-31 | $1.2M | 5.7k | 212.54 |
| 2021-12-31 | $2.0M | 8.7k | 225.98 |
| 2021-09-30 | $1.9M | 8.5k | 218.70 |
| 2021-06-30 | $1.9M | 8.5k | 225.34 |
| 2021-03-31 | $1.8M | 8.5k | 214.07 |
| 2020-12-31 | $896k | 4.6k | 194.70 |