Vanguard Small-Cap Value ETF shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $811k | 4.1k | 198.18 |
| 2024-06-30 | $700k | 3.9k | 180.57 |
| 2024-03-31 | $717k | 3.7k | 191.88 |
| 2023-12-31 | $673k | 3.7k | 179.97 |
| 2023-09-30 | $583k | 3.7k | 156.07 |
| 2023-06-30 | $609k | 3.7k | 165.40 |
| 2023-03-31 | $584k | 3.7k | 158.76 |
| 2022-12-31 | $536k | 3.4k | 158.80 |
| 2022-09-30 | $388k | 2.7k | 143.49 |
| 2022-06-30 | $397k | 2.6k | 149.87 |
| 2022-03-31 | $141k | 801 | 176.03 |
| 2021-12-31 | $143k | 801 | 178.53 |
| 2021-09-30 | $136k | 801 | 169.79 |
| 2021-06-30 | $139k | 801 | 173.53 |
| 2021-03-31 | $133k | 801 | 166.04 |
| 2020-12-31 | $18k | 125 | 144.00 |
More positions owned by Graves-Light Private Wealth Management
View all positions for Graves-Light Private Wealth Management