PBMares Wealth Management »

Vanguard Small-Cap Value ETF shares owned by PBMares Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by PBMares Wealth Management from 13F filings

Historical chart of PBMares 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 PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by PBMares Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 8.3k 200.77
2024-06-30 $1.5M 8.3k 182.52
2024-03-31 $2.5M 13k 191.88
2023-12-31 $1.5M 8.3k 179.97
2023-09-30 $1.3M 8.5k 159.48
2023-06-30 $1.4M 8.6k 165.40
2023-03-31 $1.4M 8.7k 158.76
2022-12-31 $1.4M 8.7k 158.80
2022-09-30 $2.2M 15k 143.42
2022-06-30 $2.3M 15k 149.80
2022-03-31 $2.3M 13k 175.95
2021-12-31 $2.3M 13k 178.88
2021-09-30 $2.2M 13k 169.23
2021-06-30 $1.8M 10k 173.63
2021-03-31 $1.2M 7.1k 165.58
2020-12-31 $805k 5.7k 142.28
2020-09-30 $569k 5.1k 110.68
2020-06-30 $550k 5.1k 106.98
2020-03-31 $411k 4.6k 88.69
2019-12-31 $265k 1.9k 136.95