Vanguard Small-Cap Value ETF shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood 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 Rockwood Wealth Management 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 Rockwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $622k | 3.1k | 200.78 |
2024-06-30 | $559k | 3.1k | 182.52 |
2024-03-31 | $582k | 3.0k | 191.89 |
2023-12-31 | $546k | 3.0k | 179.97 |
2023-09-30 | $486k | 3.0k | 159.49 |
2023-06-30 | $531k | 3.2k | 165.38 |
2023-03-31 | $508k | 3.2k | 158.74 |
2022-12-31 | $520k | 3.3k | 158.79 |
2022-09-30 | $380k | 2.7k | 143.42 |
2022-06-30 | $397k | 2.6k | 149.80 |
2022-03-31 | $328k | 1.9k | 175.89 |
2021-12-31 | $333k | 1.9k | 178.85 |
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