Vanguard Small-Cap Value ETF shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Evergreen Private Wealth 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 Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 16k | 200.78 |
| 2024-03-31 | $3.0M | 16k | 191.89 |
| 2023-12-31 | $3.6M | 20k | 179.97 |