Vanguard Small-Cap Value ETF shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Forza Wealth Management 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 Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 16k | 200.78 |
| 2024-06-30 | $2.9M | 16k | 182.52 |
| 2024-03-31 | $3.1M | 16k | 191.88 |
| 2023-12-31 | $2.9M | 16k | 179.97 |
| 2023-09-30 | $3.0M | 19k | 159.49 |
| 2023-06-30 | $3.2M | 19k | 165.40 |
| 2023-03-31 | $3.0M | 19k | 158.76 |
| 2022-12-31 | $2.6M | 16k | 158.80 |