Vanguard Small-Cap Value ETF shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $573k | 2.9k | 198.18 |
| 2024-09-30 | $572k | 2.9k | 200.80 |
| 2024-06-30 | $522k | 2.9k | 182.55 |
| 2024-03-31 | $549k | 2.9k | 191.91 |
| 2023-12-31 | $533k | 3.0k | 179.97 |
| 2023-09-30 | $357k | 2.2k | 159.52 |
| 2023-06-30 | $278k | 1.7k | 165.37 |
| 2023-03-31 | $264k | 1.7k | 158.74 |