Vanguard Small-Cap Value ETF shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 1.1k | 208.71 |
| 2025-06-30 | $209k | 1.1k | 195.01 |
| 2024-12-31 | $293k | 1.5k | 198.18 |
| 2024-09-30 | $293k | 1.5k | 200.78 |
| 2023-06-30 | $230k | 1.4k | 164.64 |
| 2022-03-31 | $215k | 1.2k | 176.23 |
| 2021-12-31 | $213k | 1.2k | 178.84 |
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