Vanguard Small-Cap ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 9.2k | 229.01 |
| 2023-12-31 | $1.9M | 438 | 4408.68 |
| 2023-09-30 | $1.7M | 9.2k | 189.08 |
| 2023-06-30 | $1.8M | 9.2k | 198.83 |
| 2023-03-31 | $1.7M | 8.9k | 189.57 |
| 2022-09-30 | $1.7M | 10k | 170.90 |
| 2022-06-30 | $1.8M | 10k | 176.08 |
| 2022-03-31 | $2.2M | 10k | 211.60 |
| 2021-12-31 | $2.3M | 10k | 225.83 |
| 2021-09-30 | $2.4M | 10k | 235.53 |
| 2021-06-30 | $411M | 1.8M | 225.91 |
| 2021-03-31 | $2.0M | 10k | 202.77 |
| 2020-12-31 | $2.0M | 10k | 202.77 |
| 2020-09-30 | $1.5M | 9.6k | 153.80 |
| 2020-06-30 | $1.4M | 9.5k | 145.45 |
| 2020-03-31 | $864k | 7.5k | 115.43 |
| 2019-12-31 | $1.2M | 7.0k | 165.66 |
| 2019-09-30 | $993k | 6.5k | 153.86 |
| 2019-06-30 | $921k | 5.9k | 156.69 |
| 2019-03-31 | $891k | 5.8k | 152.73 |
| 2018-12-31 | $777k | 5.9k | 131.90 |