Vanguard Small-Cap Value ETF shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory 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 HBK Sorce Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $776k | 4.3k | 179.97 |
2023-09-30 | $326k | 2.0k | 159.49 |
2023-06-30 | $719k | 4.3k | 165.38 |
2023-03-31 | $950k | 6.0k | 158.76 |
2022-12-31 | $2.5M | 16k | 158.80 |
2022-09-30 | $490k | 3.4k | 143.27 |
2022-06-30 | $214k | 1.4k | 149.97 |
2022-03-31 | $593k | 3.4k | 176.02 |
2021-12-31 | $603k | 3.4k | 178.98 |
2021-09-30 | $234k | 1.4k | 169.57 |
2021-06-30 | $216k | 1.2k | 173.35 |
2021-03-31 | $250k | 1.5k | 165.56 |
2020-12-31 | $214k | 1.5k | 142.48 |
2020-09-30 | $251k | 2.3k | 110.72 |