Vanguard Small-Cap Value ETF shares owned by Dopkins Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Dopkins Wealth Management
from 13F filings
Historical chart of Dopkins 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 Dopkins Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Dopkins Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $536k | 2.7k | 200.78 |
2024-06-30 | $547k | 3.0k | 182.52 |
2024-03-31 | $567k | 3.0k | 191.88 |
2023-12-31 | $506k | 2.8k | 179.97 |
2023-09-30 | $471k | 3.0k | 159.49 |
2023-06-30 | $462k | 2.8k | 165.37 |
2023-03-31 | $489k | 3.1k | 158.73 |
2022-12-31 | $487k | 3.1k | 158.78 |
2022-09-30 | $437k | 3.0k | 143.51 |
2022-06-30 | $454k | 3.0k | 149.79 |
2022-03-31 | $531k | 3.0k | 175.94 |
2021-12-31 | $538k | 3.0k | 178.86 |