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Vanguard Small-Cap Value ETF shares owned by Guardian Wealth Management

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

Historical chart of Guardian Wealth 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 Guardian Wealth Management 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 Guardian Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $235k 1.3k 179.85
2023-09-30 $197k 1.2k 159.47
2023-06-30 $199k 1.2k 165.34
2023-03-31 $182k 1.1k 158.71
2022-12-31 $139k 873 158.75
2022-09-30 $35k 247 141.70
2022-06-30 $22k 146 150.68
2022-03-31 $26k 145 179.31
2021-12-31 $26k 145 179.31