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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

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Quarterly 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