Vanguard Small-Cap Value ETF shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 18k | 191.88 |
| 2023-12-31 | $3.5M | 20k | 179.95 |
| 2023-09-30 | $3.4M | 22k | 159.49 |
| 2023-06-30 | $3.0M | 18k | 165.36 |
| 2023-03-31 | $3.7M | 23k | 158.77 |
| 2022-12-31 | $3.6M | 23k | 158.81 |
| 2022-09-30 | $3.2M | 23k | 143.38 |
| 2021-12-31 | $3.5M | 20k | 178.86 |
| 2021-09-30 | $3.9M | 23k | 169.24 |
| 2021-06-30 | $4.3M | 25k | 173.67 |
| 2021-03-31 | $33M | 186k | 175.45 |
| 2020-12-31 | $29M | 205k | 142.21 |
| 2020-09-30 | $23M | 204k | 110.63 |
| 2020-06-30 | $19M | 180k | 106.92 |
| 2020-03-31 | $8.6M | 97k | 88.80 |
| 2019-12-31 | $1.0M | 7.4k | 137.02 |
| 2019-09-30 | $86k | 669 | 128.55 |