Vanguard Small-Cap Value ETF shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 34k | 200.78 |
| 2024-06-30 | $6.0M | 33k | 182.52 |
| 2024-03-31 | $6.3M | 33k | 191.88 |
| 2023-12-31 | $5.7M | 32k | 179.97 |
| 2023-09-30 | $4.9M | 31k | 159.49 |
| 2023-06-30 | $4.9M | 30k | 165.40 |
| 2023-03-31 | $4.5M | 28k | 158.76 |
| 2022-12-31 | $4.1M | 26k | 158.80 |
| 2022-09-30 | $3.6M | 25k | 143.41 |
| 2022-06-30 | $4.1M | 28k | 149.81 |
| 2022-03-31 | $5.9M | 33k | 175.95 |
| 2021-12-31 | $6.6M | 37k | 178.86 |
| 2021-09-30 | $7.2M | 43k | 169.26 |
| 2021-06-30 | $8.4M | 48k | 173.66 |
| 2021-03-31 | $8.2M | 50k | 165.61 |
| 2020-12-31 | $7.2M | 51k | 142.21 |
| 2020-09-30 | $5.4M | 49k | 110.64 |
| 2020-06-30 | $4.5M | 42k | 106.91 |
| 2020-03-31 | $3.3M | 38k | 88.79 |
| 2019-12-31 | $8.4M | 61k | 137.07 |
| 2019-09-30 | $7.9M | 61k | 128.86 |
| 2019-06-30 | $7.9M | 60k | 131.52 |
| 2019-03-31 | $7.3M | 57k | 128.72 |
| 2018-12-31 | $5.9M | 52k | 114.06 |
| 2018-09-30 | $7.0M | 51k | 139.36 |
| 2018-06-30 | $5.9M | 44k | 135.79 |
| 2018-03-31 | $4.9M | 38k | 129.43 |
| 2017-12-31 | $4.4M | 33k | 132.77 |