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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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