Vanguard Small-Cap Value ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 6.8k | 191.87 |
| 2023-12-31 | $1.2M | 2.3k | 510.06 |
| 2023-09-30 | $977k | 6.1k | 159.56 |
| 2023-06-30 | $1.2M | 6.0k | 191.48 |
| 2023-03-31 | $925k | 5.8k | 158.77 |
| 2022-09-30 | $662k | 4.6k | 143.35 |
| 2022-06-30 | $669k | 4.5k | 149.66 |
| 2022-03-31 | $756k | 4.3k | 175.77 |
| 2021-12-31 | $702k | 3.9k | 178.33 |
| 2021-09-30 | $669k | 3.6k | 183.78 |
| 2021-06-30 | $3.2M | 556k | 5.78 |
| 2021-03-31 | $7.0k | 50 | 140.00 |
| 2020-12-31 | $7.0k | 50 | 140.00 |
| 2020-09-30 | $6.0k | 50 | 120.00 |
| 2020-06-30 | $5.0k | 50 | 100.00 |
| 2020-03-31 | $4.0k | 50 | 80.00 |
| 2019-12-31 | $18k | 133 | 135.34 |
| 2019-09-30 | $12k | 92 | 130.43 |
| 2019-06-30 | $12k | 92 | 130.43 |
| 2019-03-31 | $6.0k | 50 | 120.00 |
| 2018-12-31 | $5.0k | 50 | 100.00 |