Vanguard Small-Cap Value ETF shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson 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 Jeppson 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 Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $209k | 1.0k | 200.78 |
| 2024-03-31 | $225k | 1.2k | 191.88 |
| 2023-12-31 | $216k | 1.2k | 179.97 |
| 2022-03-31 | $211k | 1.2k | 175.39 |
| 2021-12-31 | $216k | 1.2k | 179.10 |
| 2021-09-30 | $204k | 1.2k | 169.15 |
| 2021-06-30 | $209k | 1.2k | 173.30 |
| 2021-03-31 | $202k | 1.2k | 165.17 |
| 2020-09-30 | $136k | 1.2k | 110.30 |
More positions owned by Jeppson Wealth Management
At&t Stock (T)
View all positions for Jeppson Wealth Management