Vanguard Small-Cap Value ETF shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.9M | 18k | 158.76 |
| 2022-12-31 | $2.9M | 18k | 158.80 |
| 2022-06-30 | $479k | 3.2k | 149.69 |
| 2022-03-31 | $561k | 3.2k | 176.03 |
| 2021-09-30 | $1.3M | 7.9k | 169.23 |
| 2021-06-30 | $1.4M | 7.9k | 172.39 |
| 2021-03-31 | $1.2M | 7.5k | 165.65 |
| 2020-12-31 | $1.1M | 7.5k | 142.21 |
| 2020-09-30 | $817k | 7.4k | 110.58 |
| 2020-06-30 | $786k | 7.4k | 106.88 |
| 2020-03-31 | $653k | 7.4k | 88.80 |
| 2019-12-31 | $2.5M | 19k | 137.08 |
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