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
Download as csv Download as ExcelQuarterly 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 |
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