Vanguard Small-Cap Value ETF shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur 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 BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by BigSur Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $570k | 3.2k | 179.95 |
2023-09-30 | $503k | 3.2k | 159.47 |
2023-06-30 | $519k | 3.1k | 165.37 |
2023-03-31 | $1.2M | 7.3k | 158.77 |
2022-12-31 | $3.0M | 19k | 158.80 |
2022-09-30 | $2.7M | 19k | 143.40 |
2022-06-30 | $2.9M | 19k | 149.82 |
2022-03-31 | $3.3M | 19k | 175.93 |
2021-12-31 | $3.1M | 18k | 178.86 |