Vanguard Small-Cap ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 47k | 208.24 |
| 2023-12-31 | $9.8M | 47k | 208.24 |
| 2023-09-30 | $8.4M | 46k | 183.65 |
| 2023-06-30 | $8.1M | 41k | 198.89 |
| 2023-03-31 | $8.4M | 44k | 189.56 |
| 2022-12-31 | $7.8M | 42k | 187.19 |
| 2022-09-30 | $5.1M | 27k | 187.50 |
| 2022-06-30 | $3.7M | 21k | 176.07 |
| 2022-03-31 | $4.1M | 20k | 212.50 |
| 2021-12-31 | $3.3M | 15k | 226.03 |
More positions owned by EverSource Wealth Advisors
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