Vanguard Small-Cap ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 7.6k | 213.33 |
| 2023-09-30 | $1.4M | 7.6k | 189.07 |
| 2023-06-30 | $1.6M | 8.0k | 198.89 |
| 2023-03-31 | $2.4M | 13k | 189.56 |
| 2022-12-31 | $2.4M | 13k | 183.54 |
| 2022-09-30 | $2.1M | 12k | 170.92 |
| 2022-06-30 | $2.2M | 12k | 176.12 |
| 2022-03-31 | $4.0k | 20 | 200.00 |
| 2021-12-31 | $5.0k | 20 | 250.00 |
| 2021-09-30 | $4.0k | 20 | 200.00 |
| 2021-06-30 | $5.0k | 20 | 250.00 |
| 2021-03-31 | $4.0k | 20 | 200.00 |
| 2020-03-31 | $7.0k | 59 | 118.64 |
| 2019-12-31 | $10k | 59 | 169.49 |
| 2019-09-30 | $9.0k | 59 | 152.54 |
| 2019-06-30 | $226k | 1.4k | 156.94 |
| 2019-03-31 | $224k | 1.5k | 152.90 |
| 2018-12-31 | $188k | 1.4k | 131.84 |
| 2018-09-30 | $232k | 1.4k | 162.69 |
| 2018-06-30 | $222k | 1.4k | 155.68 |
| 2018-03-31 | $210k | 1.4k | 147.27 |
| 2017-12-31 | $7.0k | 45 | 155.56 |
| 2017-09-30 | $6.0k | 45 | 133.33 |
| 2017-06-30 | $6.0k | 45 | 133.33 |
| 2017-03-31 | $6.0k | 45 | 133.33 |
| 2016-12-31 | $6.0k | 45 | 133.33 |