Vanguard Small-Cap Value ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $1.2M | 8.3k | 142.16 |
| 2020-09-30 | $1.0M | 9.2k | 110.60 |
| 2020-06-30 | $995k | 9.3k | 106.92 |
| 2020-03-31 | $837k | 9.4k | 88.76 |
| 2019-12-31 | $1.4M | 10k | 137.10 |
| 2019-09-30 | $1.2M | 9.6k | 128.89 |
| 2019-06-30 | $1.3M | 10k | 130.53 |
| 2019-03-31 | $1.3M | 10k | 128.73 |
| 2018-12-31 | $1.3M | 11k | 114.10 |
| 2018-09-30 | $1.9M | 13k | 139.34 |
| 2018-06-30 | $1.8M | 13k | 135.76 |
| 2018-03-31 | $2.4M | 19k | 127.80 |
| 2017-12-31 | $1.9M | 15k | 132.79 |
| 2017-09-30 | $2.4M | 19k | 127.80 |
| 2017-06-30 | $2.4M | 19k | 122.93 |
| 2017-03-31 | $2.4M | 20k | 122.86 |
| 2016-12-31 | $2.6M | 21k | 121.02 |
| 2016-09-30 | $2.4M | 21k | 110.68 |
| 2016-06-30 | $2.4M | 23k | 105.30 |
| 2016-03-31 | $2.9M | 28k | 101.89 |
| 2015-12-31 | $3.5M | 36k | 98.78 |
| 2015-09-30 | $3.5M | 36k | 96.84 |
| 2015-06-30 | $3.9M | 37k | 107.82 |
| 2015-03-31 | $4.1M | 37k | 109.39 |
| 2014-12-31 | $4.0M | 38k | 105.77 |
| 2014-09-30 | $3.8M | 38k | 99.73 |
| 2014-06-30 | $4.2M | 40k | 105.50 |
| 2014-03-31 | $4.0M | 40k | 100.64 |
| 2013-12-31 | $3.9M | 40k | 97.37 |
More positions owned by SVA Plumb Wealth Management
View all positions for SVA Plumb Wealth Management