Vanguard Small-Cap Value ETF shares owned by Soundmark Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Soundmark Wealth Management
from 13F filings
Historical chart of Soundmark Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Soundmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $747k | 3.9k | 191.92 |
| 2023-12-31 | $710k | 3.9k | 179.97 |
| 2023-09-30 | $628k | 3.9k | 159.52 |
| 2023-06-30 | $686k | 4.1k | 165.42 |
| 2023-03-31 | $710k | 4.5k | 158.78 |
| 2022-12-31 | $751k | 4.7k | 158.84 |
| 2022-09-30 | $672k | 4.7k | 143.41 |
| 2022-06-30 | $615k | 4.1k | 149.85 |
| 2022-03-31 | $1.7M | 9.8k | 176.02 |
| 2021-12-31 | $1.7M | 9.5k | 178.88 |
| 2021-09-30 | $1.7M | 9.9k | 169.21 |
| 2021-06-30 | $1.7M | 9.9k | 172.89 |
| 2021-03-31 | $933k | 5.6k | 165.60 |
| 2020-12-31 | $350k | 2.5k | 142.10 |
More positions owned by Soundmark Wealth Management
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