Vista Wealth Management Group »

Vanguard Small-Cap ETF shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 5.6k 237.21
2024-06-30 $1.2M 5.6k 218.04
2024-03-31 $1.3M 5.7k 228.59
2023-12-31 $1.2M 5.7k 213.33
2023-09-30 $1.0M 5.5k 189.07
2023-06-30 $1.1M 5.5k 198.89
2023-03-31 $1.2M 6.6k 189.56
2022-12-31 $1.2M 6.6k 183.54
2022-09-30 $1.2M 6.6k 179.04
2022-06-30 $226k 1.3k 177.67
2022-03-31 $281k 1.3k 212.72