Vanguard Small-Cap Value ETF shares owned by Evergreen Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Evergreen Wealth Management
from 13F filings
Historical chart of Evergreen Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Evergreen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 6.8k | 211.79 |
| 2025-09-30 | $1.5M | 7.1k | 208.72 |
| 2025-06-30 | $1.4M | 7.1k | 195.02 |
| 2025-03-31 | $1.4M | 7.3k | 186.29 |
| 2024-12-31 | $4.1M | 21k | 198.18 |
| 2024-09-30 | $4.1M | 20k | 200.78 |
| 2024-06-30 | $3.5M | 19k | 182.52 |
| 2024-03-31 | $3.7M | 19k | 191.88 |
| 2023-12-31 | $3.5M | 19k | 179.97 |
| 2023-09-30 | $3.0M | 19k | 159.49 |
| 2023-06-30 | $3.3M | 20k | 165.40 |
| 2023-03-31 | $2.6M | 16k | 158.76 |
| 2022-12-31 | $1.9M | 12k | 158.80 |
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