Vanguard Small-Cap Value ETF shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Atlantic Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $135k | 672 | 200.85 |
2024-06-30 | $123k | 672 | 182.52 |
2024-03-31 | $129k | 672 | 191.88 |
2023-12-31 | $121k | 672 | 179.97 |
2023-09-30 | $107k | 672 | 159.49 |
2023-06-30 | $111k | 672 | 165.40 |
2023-03-31 | $162k | 1.0k | 158.83 |