Vanguard Small-Cap Value ETF shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 23k | 191.88 |
| 2023-12-31 | $4.4M | 25k | 179.97 |
| 2023-09-30 | $4.0M | 25k | 159.50 |
| 2023-06-30 | $3.8M | 23k | 165.40 |
| 2023-03-31 | $3.6M | 23k | 158.76 |
| 2022-12-31 | $3.5M | 22k | 158.81 |
| 2022-09-30 | $2.9M | 20k | 143.41 |
| 2022-06-30 | $2.8M | 19k | 149.80 |
| 2022-03-31 | $3.0M | 17k | 175.91 |
| 2021-12-31 | $2.8M | 16k | 178.84 |
More positions owned by Kathleen S. Wright Associates
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