Vanguard Small-Cap Value ETF shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $215k | 1.1k | 200.78 |
2024-03-31 | $206k | 1.1k | 191.88 |