Vanguard Small-Cap Value ETF shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 208.71 |
| 2025-06-30 | $3.2M | 16k | 198.26 |
| 2025-03-31 | $2.4M | 13k | 186.29 |
| 2024-12-31 | $1.8M | 9.3k | 198.18 |
| 2024-09-30 | $1.8M | 9.0k | 200.77 |
| 2024-06-30 | $1.6M | 8.9k | 182.52 |
| 2024-03-31 | $1.7M | 8.7k | 191.88 |
| 2023-12-31 | $1.7M | 9.2k | 179.96 |
| 2023-09-30 | $1.2M | 7.7k | 159.50 |
| 2023-06-30 | $1.4M | 8.6k | 165.39 |
| 2023-03-31 | $1.5M | 9.6k | 158.77 |
| 2022-12-31 | $1.4M | 8.6k | 158.79 |
More positions owned by My Purposeful Wealth Corp.
View all positions for My Purposeful Wealth Corp.