Vanguard Small-Cap Value ETF shares owned by Bogart Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart 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 Bogart Wealth 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 Bogart Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $254k | 1.3k | 200.78 |
2024-06-30 | $228k | 1.2k | 182.52 |
2024-03-31 | $265k | 1.4k | 191.84 |
2023-12-31 | $248k | 1.4k | 179.93 |
2023-09-30 | $199k | 1.2k | 159.45 |
2023-06-30 | $129k | 780 | 165.34 |
2023-03-31 | $72k | 455 | 158.66 |
2022-12-31 | $37k | 230 | 158.60 |
2022-09-30 | $25k | 171 | 146.20 |
2022-06-30 | $19k | 129 | 147.29 |
2021-12-31 | $2.0k | 13 | 153.85 |
2021-06-30 | $1.0k | 6 | 166.67 |
2020-12-31 | $56k | 399 | 140.35 |
2020-09-30 | $44k | 399 | 110.28 |
2018-12-31 | $6.0k | 58 | 103.45 |