Vanguard Small-Cap Value ETF shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth 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 Rooted Wealth 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 Rooted Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $426k | 2.3k | 187.42 |
2023-12-31 | $384k | 2.2k | 175.26 |
2023-09-30 | $348k | 2.1k | 163.38 |
2023-06-30 | $312k | 1.9k | 164.38 |
2023-03-31 | $286k | 1.8k | 156.88 |
2022-12-31 | $254k | 1.6k | 158.75 |