Vanguard Small-Cap Value ETF shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 10k | 179.98 |
| 2023-09-30 | $1.7M | 10k | 159.50 |
| 2023-06-30 | $1.8M | 11k | 165.41 |
| 2023-03-31 | $1.9M | 12k | 158.77 |
| 2022-12-31 | $1.9M | 12k | 158.78 |
| 2022-09-30 | $2.3M | 16k | 143.39 |
| 2022-06-30 | $16M | 110k | 149.82 |
| 2022-03-31 | $19M | 106k | 175.94 |
| 2021-12-31 | $19M | 106k | 178.85 |
| 2021-09-30 | $18M | 105k | 169.26 |
| 2021-06-30 | $19M | 108k | 173.66 |
| 2021-03-31 | $19M | 116k | 165.61 |
| 2020-12-31 | $11M | 75k | 142.21 |
| 2020-09-30 | $8.2M | 74k | 110.63 |
| 2020-06-30 | $9.0M | 85k | 106.92 |
| 2020-03-31 | $567k | 6.4k | 88.80 |
| 2019-12-31 | $361k | 2.6k | 137.21 |
| 2019-09-30 | $373k | 2.9k | 128.71 |
| 2019-06-30 | $411k | 3.1k | 131.02 |
| 2019-03-31 | $430k | 3.2k | 133.79 |
| 2018-12-31 | $410k | 3.3k | 125.38 |
| 2018-09-30 | $14k | 109 | 128.44 |
| 2018-06-30 | $18k | 131 | 137.40 |
| 2018-03-31 | $24k | 183 | 131.15 |
| 2017-12-31 | $35k | 251 | 139.44 |
| 2017-09-30 | $12k | 94 | 127.66 |
More positions owned by Baystate Wealth Management
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