Vanguard Small-Cap ETF shares owned by Roth Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 14k | 218.04 |
| 2024-06-30 | $3.0M | 14k | 218.04 |
| 2024-03-31 | $3.2M | 14k | 228.59 |
| 2023-12-31 | $2.9M | 13k | 213.33 |
| 2023-09-30 | $2.6M | 14k | 189.07 |
| 2023-06-30 | $2.7M | 14k | 198.89 |
| 2023-03-31 | $2.6M | 14k | 189.56 |
| 2022-12-31 | $2.6M | 14k | 183.55 |
| 2022-09-30 | $2.5M | 14k | 170.89 |
| 2022-06-30 | $3.0M | 17k | 176.32 |
| 2022-03-31 | $3.6M | 17k | 212.83 |
| 2021-12-31 | $4.0M | 18k | 226.03 |
| 2021-09-30 | $3.9M | 18k | 219.00 |
| 2021-06-30 | $4.1M | 18k | 225.31 |
| 2021-03-31 | $3.9M | 18k | 213.93 |
| 2020-12-31 | $3.5M | 18k | 194.68 |