Vanguard Small-Cap Value ETF shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial 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 Quantum Financial 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 Quantum Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $754k | 3.8k | 200.77 |
2024-06-30 | $685k | 3.8k | 182.51 |
2024-03-31 | $720k | 3.8k | 191.87 |
2023-12-31 | $675k | 3.8k | 179.96 |
2023-09-30 | $587k | 3.7k | 159.48 |
2023-06-30 | $608k | 3.7k | 165.42 |
2023-03-31 | $762k | 4.8k | 158.77 |
2022-12-31 | $762k | 4.8k | 158.80 |
2022-09-30 | $688k | 4.8k | 143.33 |
2022-06-30 | $803k | 4.8k | 167.29 |
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