Vanguard Small-Cap ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Summit Wealth & Retirement Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $541k | 2.3k | 237.25 |
2024-06-30 | $389k | 1.8k | 218.08 |
2024-03-31 | $407k | 1.8k | 228.63 |
2023-12-31 | $349k | 1.6k | 213.33 |
2023-09-30 | $310k | 1.6k | 189.07 |
2023-06-30 | $326k | 1.6k | 198.89 |
More positions owned by Summit Wealth & Retirement Planning
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