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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Connecticut Wealth Management
View all positions for Connecticut Wealth Management