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Vanguard Small-Cap Value ETF shares owned by Accretive Wealth Partners

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

Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners 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 Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $720k 3.9k 184.22
2023-12-31 $730k 4.1k 179.95
2023-09-30 $628k 3.9k 159.47
2023-06-30 $650k 3.9k 165.38
2023-03-31 $621k 3.9k 158.74
2022-12-31 $621k 3.9k 158.78
2022-09-30 $561k 3.9k 143.48
2022-06-30 $604k 4.0k 149.73
2022-03-31 $724k 4.1k 176.03
2021-12-31 $754k 4.2k 178.84
2021-09-30 $714k 4.2k 169.35
2021-06-30 $735k 4.2k 173.55
2021-03-31 $681k 4.1k 165.53
2020-12-31 $568k 4.0k 142.32