Vanguard Small-Cap Value ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 5.5k | 195.86 |
| 2023-12-31 | $1.1M | 6.0k | 183.61 |
| 2023-09-30 | $1.1M | 7.1k | 162.59 |
| 2023-06-30 | $1.2M | 7.1k | 168.52 |
| 2023-03-31 | $1.2M | 7.7k | 161.64 |
| 2022-12-31 | $1.2M | 7.7k | 161.66 |
| 2022-09-30 | $1.2M | 8.1k | 146.12 |
| 2022-06-30 | $1.5M | 10k | 149.87 |
| 2022-03-31 | $1.8M | 10k | 175.93 |
| 2021-12-31 | $1.8M | 10k | 178.84 |
| 2021-09-30 | $1.7M | 10k | 169.26 |
| 2021-06-30 | $1.7M | 9.8k | 173.70 |
| 2021-03-31 | $1.7M | 10k | 165.58 |
| 2020-12-31 | $1.7M | 12k | 142.16 |
| 2020-09-30 | $1.2M | 11k | 110.59 |
| 2020-06-30 | $1.2M | 11k | 106.91 |
| 2020-03-31 | $927k | 10k | 88.79 |
| 2019-12-31 | $1.5M | 11k | 137.04 |