Vanguard Small-Cap Value ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors 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 Martel Wealth Advisors 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 Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 20k | 199.54 |
| 2024-06-30 | $3.7M | 20k | 182.52 |
| 2024-03-31 | $3.9M | 20k | 191.88 |
| 2023-12-31 | $3.8M | 21k | 179.97 |
| 2023-09-30 | $3.4M | 21k | 159.49 |
| 2023-06-30 | $3.6M | 22k | 165.40 |
| 2023-03-31 | $3.6M | 22k | 158.76 |
| 2022-12-31 | $3.2M | 20k | 158.80 |
| 2022-09-30 | $1.5M | 11k | 143.40 |
| 2022-06-30 | $1.1M | 7.6k | 149.82 |
| 2022-03-31 | $902k | 5.1k | 175.94 |
| 2021-12-31 | $885k | 4.9k | 178.85 |
| 2021-09-30 | $803k | 4.7k | 169.26 |
| 2021-06-30 | $799k | 4.6k | 173.66 |
| 2021-03-31 | $765k | 4.6k | 165.61 |
| 2020-12-31 | $800k | 5.6k | 142.20 |
| 2020-09-30 | $503k | 4.5k | 110.63 |
| 2020-06-30 | $478k | 4.5k | 106.92 |
| 2020-03-31 | $474k | 5.3k | 88.80 |
| 2019-12-31 | $690k | 5.0k | 137.07 |
| 2019-09-30 | $633k | 4.9k | 128.85 |
| 2019-06-30 | $628k | 4.8k | 130.54 |
| 2019-03-31 | $649k | 5.0k | 128.73 |
| 2018-12-31 | $542k | 4.8k | 114.06 |
| 2018-09-30 | $815k | 5.8k | 139.36 |