Vanguard Small-Cap ETF shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $457k | 1.9k | 240.25 |
| 2024-09-30 | $476k | 2.0k | 237.16 |
| 2024-06-30 | $501k | 2.3k | 218.08 |
| 2024-03-31 | $515k | 2.3k | 228.63 |
| 2023-12-31 | $488k | 2.3k | 213.36 |
| 2023-09-30 | $435k | 2.3k | 189.08 |
| 2023-06-30 | $460k | 2.3k | 198.89 |
| 2023-03-31 | $509k | 2.7k | 189.55 |
| 2022-12-31 | $498k | 2.7k | 183.51 |
| 2022-09-30 | $483k | 2.8k | 171.03 |
| 2022-06-30 | $559k | 3.2k | 176.01 |
| 2022-03-31 | $884k | 4.5k | 198.56 |
| 2021-12-31 | $2.6M | 11k | 226.00 |
| 2021-09-30 | $2.4M | 11k | 218.71 |
| 2021-06-30 | $2.1M | 9.2k | 225.27 |
| 2021-03-31 | $1.8M | 8.2k | 215.83 |
| 2020-12-31 | $897k | 4.4k | 203.82 |