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Vanguard Small-Cap Value ETF shares owned by Consilium Wealth Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Consilium Wealth Advisory from 13F filings

Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $384k 2.0k 191.88
2023-12-31 $360k 2.0k 179.97
2023-09-30 $319k 2.0k 159.49
2023-06-30 $331k 2.0k 165.40
2023-03-31 $318k 2.0k 158.76
2022-12-31 $318k 2.0k 158.80
2022-09-30 $287k 2.0k 143.50
2022-06-30 $300k 2.0k 150.00
2022-03-31 $352k 2.0k 176.00
2021-12-31 $358k 2.0k 179.00