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
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Dopkins Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $914k | 4.4k | 208.71 |
| 2025-06-30 | $873k | 4.5k | 195.01 |
| 2025-03-31 | $894k | 4.8k | 186.29 |
| 2024-12-31 | $594k | 3.0k | 198.18 |
| 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 |