Capital Advisors Wealth Management »

Vanguard Small-Cap Growth ETF shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Capital Advisors Wealth Management 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 Growth ETF by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 28k 260.72
2023-12-31 $9.1M 38k 241.77
2023-09-30 $8.1M 38k 214.18
2023-06-30 $8.6M 38k 229.74
2023-03-31 $8.0M 37k 216.41
2022-12-31 $7.3M 37k 200.54
2022-09-30 $6.9M 35k 195.14
2022-06-30 $5.6M 28k 197.04
2022-03-31 $5.3M 21k 248.15
2021-12-31 $5.7M 20k 281.77
2021-09-30 $5.7M 20k 280.18
2021-06-30 $5.8M 20k 289.81
2021-03-31 $5.6M 20k 274.67