Vanguard Small-Cap Value ETF shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $309k | 1.5k | 200.82 |
2024-06-30 | $300k | 1.6k | 182.56 |
2024-03-31 | $317k | 1.7k | 191.92 |
2023-12-31 | $375k | 2.1k | 180.00 |
2023-09-30 | $356k | 2.2k | 159.51 |
2023-06-30 | $401k | 2.4k | 165.42 |
2023-03-31 | $603k | 3.8k | 158.77 |
2022-12-31 | $6.7M | 42k | 158.80 |
2022-09-30 | $6.1M | 42k | 143.39 |
2022-06-30 | $6.3M | 42k | 149.83 |
2022-03-31 | $7.4M | 42k | 175.95 |
2021-12-31 | $7.5M | 42k | 178.86 |
2021-09-30 | $7.2M | 42k | 169.26 |
2021-06-30 | $7.5M | 43k | 173.65 |
2021-03-31 | $40M | 187k | 212.00 |
2020-12-31 | $37M | 190k | 193.33 |
2020-09-30 | $5.1M | 46k | 110.64 |
2020-06-30 | $28M | 192k | 144.51 |
2020-03-31 | $4.2M | 48k | 88.80 |
2019-12-31 | $9.0M | 65k | 137.07 |
2019-09-30 | $8.7M | 67k | 128.85 |
2019-06-30 | $7.8M | 60k | 130.54 |
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