Vanguard Small-Cap Value ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.8M | 15k | 191.88 |
2023-12-31 | $8.3M | 46k | 179.97 |
2023-09-30 | $7.4M | 46k | 159.49 |
2023-06-30 | $7.7M | 47k | 165.40 |
2023-03-31 | $7.4M | 46k | 158.76 |
2022-12-31 | $7.5M | 47k | 158.80 |
2022-09-30 | $6.7M | 47k | 143.40 |
2022-06-30 | $7.3M | 49k | 149.82 |
2022-03-31 | $8.1M | 46k | 175.92 |
2021-12-31 | $8.2M | 46k | 178.86 |
More positions owned by Forum Financial Management
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