Vanguard Small-Cap Value ETF shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas 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 Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Meritas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 5.5k | 200.79 |
2024-06-30 | $1.0M | 5.5k | 182.53 |
2024-03-31 | $1.1M | 5.5k | 191.89 |
2023-12-31 | $1.0M | 5.6k | 179.96 |
2023-09-30 | $887k | 5.6k | 159.48 |
2023-06-30 | $925k | 5.6k | 165.40 |
2023-03-31 | $887k | 5.6k | 158.75 |
2022-12-31 | $893k | 5.6k | 158.80 |