Vanguard Small-Cap ETF shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap ETF by Intergy Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $514k | 2.3k | 228.59 |
2023-12-31 | $504k | 2.4k | 213.29 |
2023-09-30 | $448k | 2.4k | 189.04 |
2023-06-30 | $453k | 2.3k | 198.91 |
2023-03-31 | $433k | 2.3k | 189.52 |
2022-12-31 | $465k | 2.5k | 183.56 |
2022-09-30 | $505k | 3.0k | 170.90 |
2022-06-30 | $640k | 3.6k | 175.97 |
2022-03-31 | $1.2M | 5.6k | 212.58 |
2021-12-31 | $1.8M | 8.0k | 225.98 |