Vanguard Small-Cap Value ETF shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $614k | 3.2k | 191.87 |
| 2023-12-31 | $627k | 3.5k | 179.98 |
| 2023-09-30 | $780k | 4.7k | 165.40 |
| 2023-06-30 | $780k | 4.7k | 165.40 |
| 2023-03-31 | $772k | 4.9k | 158.78 |
| 2022-12-31 | $988k | 6.2k | 158.79 |
| 2022-09-30 | $1.1M | 7.5k | 149.81 |
| 2022-06-30 | $1.1M | 7.5k | 149.81 |
| 2022-03-31 | $506k | 2.9k | 176.00 |
| 2021-12-31 | $426k | 2.4k | 178.69 |
| 2021-09-30 | $404k | 2.4k | 169.11 |
| 2021-06-30 | $415k | 2.4k | 173.71 |
| 2021-03-31 | $453k | 2.7k | 165.45 |
| 2020-12-31 | $397k | 2.8k | 142.04 |
| 2020-09-30 | $58k | 525 | 110.48 |
| 2020-06-30 | $79k | 735 | 107.48 |
| 2020-03-31 | $89k | 1.0k | 88.56 |
| 2019-12-31 | $138k | 1.0k | 137.31 |