Vanguard Small-Cap Value ETF shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.6M | 29k | 159.49 |
| 2023-06-30 | $5.0M | 30k | 165.40 |
| 2018-09-30 | $73k | 526 | 138.78 |
| 2018-06-30 | $45k | 349 | 128.94 |
| 2018-03-31 | $45k | 349 | 128.94 |
| 2014-03-31 | $67k | 662 | 101.21 |
| 2013-12-31 | $77k | 786 | 97.96 |
| 2013-09-30 | $123k | 1.4k | 90.24 |
| 2013-06-30 | $81k | 971 | 83.70 |