Vanguard Small-Cap Value ETF shares owned by Essex Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Essex Private Wealth Management
from 13F filings
Historical chart of Essex Private Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Essex Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $611k | 3.0k | 200.78 |
| 2024-06-30 | $557k | 3.1k | 182.52 |
| 2024-03-31 | $586k | 3.1k | 191.88 |
| 2023-12-31 | $546k | 3.0k | 179.97 |
| 2023-09-30 | $484k | 3.0k | 159.49 |
| 2023-06-30 | $500k | 3.0k | 165.40 |
| 2023-03-31 | $480k | 3.0k | 158.76 |
| 2022-12-31 | $480k | 3.0k | 158.80 |
| 2022-09-30 | $397k | 2.8k | 143.42 |
| 2022-06-30 | $415k | 2.8k | 149.93 |
| 2022-03-31 | $487k | 2.8k | 175.94 |
| 2021-12-31 | $495k | 2.8k | 178.83 |
| 2021-09-30 | $469k | 2.8k | 169.44 |
| 2021-06-30 | $481k | 2.8k | 173.77 |
| 2021-03-31 | $458k | 2.8k | 165.46 |
| 2020-12-31 | $393k | 2.8k | 141.98 |
| 2020-09-30 | $306k | 2.8k | 110.55 |
| 2020-06-30 | $295k | 2.8k | 106.58 |
| 2020-03-31 | $245k | 2.8k | 88.51 |
| 2019-12-31 | $379k | 2.8k | 136.92 |
More positions owned by Essex Private Wealth Management
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