Vanguard Small-Cap ETF shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $102k | 400 | 254.28 |
| 2025-06-30 | $95k | 400 | 236.98 |
| 2025-03-31 | $89k | 400 | 221.75 |
| 2024-12-31 | $186k | 775 | 240.28 |
| 2024-09-30 | $208k | 875 | 237.21 |
| 2024-06-30 | $191k | 875 | 218.04 |
| 2024-03-31 | $406k | 1.8k | 228.59 |
| 2023-12-31 | $187k | 875 | 213.33 |
| 2023-09-30 | $165k | 875 | 189.07 |
| 2023-06-30 | $174k | 875 | 198.89 |
| 2023-03-31 | $166k | 875 | 189.56 |
| 2019-12-31 | $372k | 2.2k | 165.48 |
| 2019-09-30 | $346k | 2.2k | 153.91 |
| 2019-06-30 | $352k | 2.2k | 156.58 |
| 2019-03-31 | $344k | 2.3k | 152.89 |
| 2018-12-31 | $261k | 2.0k | 132.15 |
| 2018-09-30 | $337k | 2.1k | 162.41 |
| 2018-06-30 | $323k | 2.1k | 155.66 |
| 2018-03-31 | $262k | 1.8k | 146.78 |
| 2017-12-31 | $264k | 1.8k | 147.90 |
| 2017-09-30 | $252k | 1.8k | 141.18 |
| 2017-06-30 | $242k | 1.8k | 135.57 |
| 2017-03-31 | $238k | 1.8k | 133.33 |
| 2016-12-31 | $230k | 1.8k | 128.85 |
| 2016-09-30 | $218k | 1.8k | 122.13 |
More positions owned by Joel R Mogy Investment Counsel
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