Vanguard Small-Cap Value ETF shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $241k | 1.3k | 186.29 |
| 2024-12-31 | $290k | 1.5k | 198.18 |
| 2024-09-30 | $294k | 1.5k | 200.78 |
| 2024-06-30 | $265k | 1.5k | 182.52 |
| 2024-03-31 | $280k | 1.5k | 191.88 |
| 2023-12-31 | $274k | 1.5k | 179.97 |
| 2023-09-30 | $249k | 1.6k | 159.49 |
| 2023-06-30 | $266k | 1.6k | 165.40 |
| 2023-03-31 | $228k | 1.4k | 158.76 |
| 2022-12-31 | $228k | 1.4k | 158.80 |
| 2022-09-30 | $289k | 2.0k | 143.50 |
| 2022-06-30 | $302k | 2.0k | 149.95 |
| 2022-03-31 | $419k | 2.4k | 175.76 |
| 2021-12-31 | $451k | 2.5k | 178.97 |
| 2021-09-30 | $437k | 2.6k | 169.38 |
| 2021-06-30 | $512k | 3.0k | 173.50 |
| 2021-03-31 | $482k | 2.9k | 165.64 |
| 2020-12-31 | $429k | 3.0k | 142.10 |
| 2020-09-30 | $367k | 3.3k | 110.78 |
| 2020-06-30 | $354k | 3.3k | 106.85 |
More positions owned by Aurum Wealth Management Group
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