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Vanguard Small-Cap Value ETF shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse 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 Iron Horse Wealth Management 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 Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 46k 191.88
2023-12-31 $7.9M 44k 179.97
2023-09-30 $6.8M 42k 159.49
2023-06-30 $6.8M 41k 165.40
2023-03-31 $6.0M 38k 158.76
2022-12-31 $5.8M 36k 158.80
2022-09-30 $2.1M 15k 143.38
2022-06-30 $5.2M 35k 149.82
2022-03-31 $5.6M 32k 175.95
2021-12-31 $5.3M 30k 178.86
2021-09-30 $4.8M 28k 169.25
2021-06-30 $4.5M 26k 173.65
2021-03-31 $4.1M 25k 165.63
2020-12-31 $3.3M 24k 142.21