Vanguard Small-Cap Value ETF shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $350k | 1.7k | 200.78 |
| 2024-06-30 | $320k | 1.7k | 183.54 |
| 2024-03-31 | $334k | 1.7k | 191.88 |
| 2023-12-31 | $314k | 1.7k | 179.97 |
| 2023-09-30 | $321k | 2.0k | 159.49 |
| 2023-06-30 | $343k | 2.1k | 165.43 |
| 2023-03-31 | $319k | 2.0k | 158.76 |
| 2022-12-31 | $319k | 2.0k | 158.80 |
| 2022-09-30 | $430k | 3.0k | 143.52 |
| 2022-06-30 | $457k | 3.1k | 149.84 |
| 2022-03-31 | $537k | 3.1k | 176.07 |
| 2021-12-31 | $545k | 3.1k | 178.69 |