Vanguard Small-Cap Growth ETF shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.4M | 20k | 267.37 |
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