Vanguard Small-Cap Value ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.4M | 7.5k | 191.89 |
2023-12-31 | $14M | 80k | 179.97 |
2023-09-30 | $12M | 77k | 159.49 |
2023-06-30 | $12M | 74k | 165.40 |
2023-03-31 | $11M | 68k | 158.76 |
2022-12-31 | $8.9M | 56k | 158.80 |
2022-09-30 | $7.6M | 53k | 143.40 |
2022-06-30 | $8.3M | 56k | 148.07 |
2022-03-31 | $9.9M | 56k | 175.94 |
2021-12-31 | $9.5M | 53k | 178.85 |
2021-09-30 | $7.9M | 46k | 170.23 |
2021-06-30 | $8.9M | 51k | 173.65 |
2021-03-31 | $7.6M | 46k | 165.61 |
2020-12-31 | $4.2M | 29k | 142.22 |