Vanguard Small-Cap Value ETF shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $970k | 5.9k | 165.40 |
| 2023-03-31 | $936k | 5.9k | 158.76 |
| 2022-12-31 | $936k | 5.9k | 158.80 |
| 2022-09-30 | $845k | 5.9k | 143.39 |
| 2022-06-30 | $883k | 5.9k | 149.84 |
| 2022-03-31 | $1.2M | 6.9k | 175.91 |
| 2021-12-31 | $1.2M | 6.9k | 178.82 |
| 2021-09-30 | $1.2M | 6.9k | 169.21 |
| 2021-06-30 | $1.6M | 8.9k | 173.71 |
| 2021-03-31 | $1.5M | 8.9k | 165.64 |
| 2020-12-31 | $1.8M | 13k | 142.22 |
| 2020-09-30 | $1.4M | 13k | 110.60 |
| 2020-06-30 | $1.2M | 9.5k | 130.50 |
| 2020-03-31 | $1.1M | 8.5k | 128.68 |
| 2019-12-31 | $1.3M | 9.5k | 137.35 |
| 2019-09-30 | $1.2M | 9.5k | 128.82 |
| 2019-06-30 | $1.2M | 9.5k | 130.50 |
| 2019-03-31 | $1.1M | 8.5k | 128.68 |
| 2018-12-31 | $983k | 8.6k | 114.01 |
| 2018-09-30 | $1.2M | 8.6k | 139.41 |
| 2018-06-30 | $1.2M | 8.6k | 135.82 |
| 2018-03-31 | $1.1M | 8.7k | 129.42 |
| 2017-12-31 | $1.1M | 8.7k | 132.77 |
| 2017-09-30 | $1.2M | 9.3k | 127.75 |
| 2017-06-30 | $1.1M | 8.8k | 122.86 |
| 2017-03-31 | $1.0M | 8.2k | 122.92 |
| 2016-12-31 | $934k | 7.7k | 121.00 |
| 2016-09-30 | $854k | 7.7k | 110.64 |
| 2016-06-30 | $815k | 7.7k | 105.32 |
| 2016-03-31 | $788k | 7.7k | 101.84 |
| 2015-12-31 | $764k | 7.7k | 98.73 |
More positions owned by Intercontinental Wealth Advisors
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