Vanguard Small-Cap Value ETF shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $604k | 3.0k | 200.78 |
| 2024-06-30 | $275k | 1.5k | 182.52 |
| 2024-03-31 | $289k | 1.5k | 191.88 |
| 2023-12-31 | $271k | 1.5k | 179.97 |
| 2023-09-30 | $240k | 1.5k | 159.49 |
| 2023-06-30 | $249k | 1.5k | 165.40 |
| 2023-03-31 | $239k | 1.5k | 158.76 |
| 2022-12-31 | $239k | 1.5k | 158.80 |
| 2022-09-30 | $216k | 1.5k | 143.62 |
| 2022-06-30 | $201k | 1.3k | 149.55 |
| 2022-03-31 | $223k | 1.3k | 165.92 |
| 2021-12-31 | $241k | 1.3k | 179.32 |
More positions owned by Schrum Private Wealth Management
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