Vanguard Small-Cap Value ETF shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Wescott Financial Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 6.9k | 200.78 |
2024-06-30 | $1.3M | 7.3k | 182.51 |
2024-03-31 | $1.0M | 5.3k | 191.89 |
2023-09-30 | $959k | 6.0k | 159.49 |
2023-06-30 | $1.0M | 6.2k | 165.41 |
2023-03-31 | $1.1M | 6.8k | 158.76 |
2022-12-31 | $1.2M | 7.3k | 158.81 |
2022-09-30 | $1.0M | 7.3k | 143.43 |
2022-06-30 | $1.1M | 7.1k | 149.85 |
2022-03-31 | $1.8M | 10k | 175.90 |
More positions owned by Wescott Financial Advisory Group
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