Vanguard Small-Cap ETF shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Wells Trecaso Financial 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 Wells Trecaso Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $978k | 4.1k | 240.28 |
2024-09-30 | $964k | 4.1k | 237.21 |
2024-06-30 | $804k | 3.7k | 218.04 |
2024-03-31 | $845k | 3.7k | 228.59 |
2023-12-31 | $867k | 4.1k | 213.33 |
2023-09-30 | $709k | 3.7k | 189.07 |
2023-06-30 | $734k | 3.7k | 198.89 |
2023-03-31 | $699k | 3.7k | 189.56 |
2022-12-31 | $619k | 3.4k | 183.54 |
2022-09-30 | $468k | 2.7k | 170.93 |
2022-06-30 | $407k | 2.3k | 176.19 |
2022-03-31 | $442k | 2.1k | 212.50 |
2021-12-31 | $206k | 910 | 226.37 |
2020-06-30 | $100k | 687 | 145.56 |
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