Vanguard Small-Cap Value ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 54k | 191.88 |
| 2023-12-31 | $9.2M | 51k | 179.97 |
| 2023-09-30 | $8.1M | 51k | 159.49 |
| 2023-06-30 | $8.3M | 50k | 165.40 |
| 2023-03-31 | $8.3M | 52k | 158.76 |
| 2022-12-31 | $8.0M | 50k | 158.80 |
| 2022-09-30 | $6.6M | 46k | 143.41 |
| 2022-06-30 | $5.6M | 37k | 149.83 |
| 2022-03-31 | $5.8M | 33k | 175.93 |
| 2021-12-31 | $5.8M | 33k | 178.85 |
| 2021-09-30 | $5.5M | 32k | 169.26 |
| 2021-06-30 | $5.5M | 32k | 173.65 |
| 2021-03-31 | $5.0M | 30k | 165.62 |
More positions owned by Capital Advisors Wealth Management
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