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Vanguard Small-Cap Value ETF shares owned by Aevitas Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aevitas Wealth Management from 13F filings

Historical chart of Aevitas 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 Aevitas 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 Aevitas Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $746k 4.7k 158.80
2022-09-30 $701k 4.9k 143.35
2022-06-30 $735k 4.9k 149.76
2022-03-31 $917k 5.2k 175.91
2019-03-31 $48k 380 126.32
2018-12-31 $43k 380 113.16
2018-09-30 $53k 380 139.47
2018-06-30 $24k 180 133.33
2018-03-31 $10k 80 125.00
2017-12-31 $11k 80 137.50