Vanguard Small-Cap Value ETF shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 6.1k | 200.78 |
| 2024-06-30 | $1.1M | 6.1k | 182.52 |
| 2024-03-31 | $1.2M | 6.1k | 191.88 |
| 2023-12-31 | $1.1M | 6.2k | 179.97 |
| 2023-09-30 | $1.1M | 6.7k | 159.49 |
| 2023-06-30 | $1.1M | 6.7k | 165.40 |
| 2023-03-31 | $1.1M | 6.7k | 158.76 |
| 2022-12-31 | $938k | 5.9k | 158.80 |
| 2022-09-30 | $975k | 5.9k | 165.00 |
| 2022-06-30 | $885k | 5.9k | 149.77 |
| 2022-03-31 | $928k | 5.3k | 175.99 |
| 2021-12-31 | $1.0M | 5.8k | 178.85 |
More positions owned by Topel & Distasi Wealth Management
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