Vanguard Small-Cap ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Lodestone Wealth Management 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 Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $459k | 1.9k | 237.27 |
2024-06-30 | $425k | 1.9k | 218.03 |
2024-03-31 | $449k | 2.0k | 228.59 |
2023-12-31 | $427k | 2.0k | 213.31 |
2023-09-30 | $310k | 1.6k | 189.07 |
2023-06-30 | $349k | 1.8k | 198.89 |
2023-03-31 | $335k | 1.8k | 189.56 |
2022-12-31 | $329k | 1.8k | 183.54 |
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