Vanguard Small-Cap Growth ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $210k | 805 | 260.61 |
| 2024-03-31 | $210k | 805 | 260.61 |
| 2023-12-31 | $449k | 1.9k | 241.71 |
| 2023-09-30 | $518k | 2.4k | 214.20 |
| 2023-06-30 | $519k | 2.3k | 229.75 |
| 2023-03-31 | $601k | 3.0k | 202.15 |
| 2022-12-31 | $595k | 3.0k | 200.52 |
| 2022-09-30 | $643k | 3.3k | 195.32 |
| 2022-06-30 | $530k | 2.7k | 197.03 |
| 2022-03-31 | $698k | 2.8k | 248.13 |
| 2021-12-31 | $1.3M | 4.8k | 281.83 |
| 2021-09-30 | $1.5M | 5.3k | 280.02 |
| 2021-06-30 | $1.5M | 5.3k | 289.65 |
| 2021-03-31 | $1.9M | 6.8k | 274.68 |
| 2020-12-31 | $2.2M | 8.0k | 267.74 |
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