Vanguard Small-Cap Value ETF shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by FSM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $209k | 1.0k | 200.81 |
2024-03-31 | $240k | 1.2k | 191.88 |
2023-12-31 | $316k | 1.8k | 180.02 |
2023-09-30 | $285k | 1.8k | 159.47 |
2023-06-30 | $324k | 1.9k | 168.20 |
2023-03-31 | $313k | 2.0k | 158.79 |
2022-12-31 | $322k | 2.0k | 158.81 |
2022-09-30 | $236k | 1.6k | 143.29 |