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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Schrum Private 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 Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
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