IAG Wealth Partners »

Vanguard Small-Cap Value ETF shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 255 191.88
2023-12-31 $51k 285 179.97
2023-09-30 $46k 285 159.49
2023-06-30 $47k 285 165.40
2023-03-31 $27k 168 158.76
2022-12-31 $27k 168 158.80
2022-09-30 $24k 168 142.86
2022-06-30 $25k 168 148.81
2022-03-31 $30k 168 178.57
2021-12-31 $30k 168 178.57
2021-09-30 $22k 125 176.00
2021-06-30 $22k 125 176.00