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Vanguard Small-Cap Value ETF shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.6k 200.79
2024-06-30 $1.1M 6.1k 182.53
2024-03-31 $1.2M 6.1k 191.89
2023-12-31 $881k 4.9k 179.96
2023-09-30 $721k 4.5k 159.49
2023-06-30 $759k 4.6k 165.41
2023-03-31 $725k 4.6k 158.75
2022-12-31 $521k 3.3k 158.80