Vanguard Small-Cap Value ETF shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop 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 Winthrop 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 Winthrop Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $240k | 1.2k | 200.80 |
2024-06-30 | $234k | 1.3k | 182.59 |
2024-03-31 | $264k | 1.4k | 191.87 |
2023-12-31 | $235k | 1.3k | 180.03 |
2023-09-30 | $214k | 1.3k | 159.44 |
2023-06-30 | $211k | 1.3k | 165.43 |
2023-03-31 | $245k | 1.5k | 158.58 |
2022-12-31 | $241k | 1.5k | 158.55 |
2022-09-30 | $218k | 1.5k | 143.70 |
2022-06-30 | $226k | 1.5k | 149.67 |
2022-03-31 | $424k | 2.4k | 175.86 |
2021-12-31 | $380k | 2.1k | 179.08 |
2021-09-30 | $230k | 1.4k | 169.62 |
2021-06-30 | $235k | 1.4k | 173.95 |
2021-03-31 | $223k | 1.3k | 165.68 |
2020-12-31 | $206k | 1.5k | 141.97 |
2019-12-31 | $397k | 2.9k | 137.18 |
2019-09-30 | $391k | 3.0k | 129.00 |
2019-06-30 | $393k | 3.0k | 130.61 |
2019-03-31 | $468k | 3.6k | 129.64 |
2018-12-31 | $420k | 3.7k | 114.04 |
2018-09-30 | $846k | 6.1k | 139.33 |
2018-06-30 | $945k | 7.0k | 135.76 |
2018-03-31 | $927k | 7.1k | 130.91 |
2017-12-31 | $1.0M | 7.8k | 134.40 |