Vanguard Small-Cap ETF shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Private Wealth Management Group 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 Private Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $115k | 480 | 240.28 |
2024-09-30 | $114k | 480 | 237.21 |
2024-03-31 | $110k | 480 | 228.59 |
2023-12-31 | $102k | 480 | 213.33 |
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