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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

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Quarterly 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