Vanguard Small-Cap Value ETF shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $663k | 3.0k | 222.05 |
| 2025-09-30 | $632k | 3.0k | 207.63 |
| 2025-06-30 | $339k | 1.7k | 202.96 |
| 2025-03-31 | $276k | 1.6k | 171.25 |
| 2024-12-31 | $332k | 1.7k | 195.27 |
| 2024-09-30 | $361k | 1.8k | 202.35 |
| 2024-06-30 | $357k | 1.9k | 190.80 |
| 2024-03-31 | $346k | 1.9k | 179.23 |
| 2023-12-31 | $346k | 2.0k | 176.19 |
| 2023-09-30 | $395k | 2.5k | 159.25 |
| 2023-06-30 | $377k | 2.2k | 168.89 |
| 2023-03-31 | $338k | 2.2k | 156.59 |
| 2022-12-31 | $354k | 2.2k | 164.26 |
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