Vanguard Small-Cap ETF shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 19k | 213.31 |
| 2023-09-30 | $3.6M | 19k | 189.05 |
| 2023-06-30 | $3.7M | 19k | 198.88 |
| 2023-03-31 | $3.4M | 18k | 189.55 |
| 2022-12-31 | $3.2M | 17k | 183.54 |
| 2022-09-30 | $2.9M | 17k | 170.89 |
| 2022-06-30 | $3.0M | 17k | 176.12 |
| 2022-03-31 | $3.8M | 18k | 212.52 |
| 2021-12-31 | $3.9M | 17k | 226.03 |
| 2021-09-30 | $3.6M | 17k | 218.66 |
| 2021-06-30 | $3.6M | 16k | 225.25 |
| 2021-03-31 | $3.2M | 15k | 214.06 |
| 2020-12-31 | $2.9M | 15k | 194.67 |
| 2020-09-30 | $2.3M | 15k | 153.78 |
| 2020-06-30 | $2.2M | 15k | 145.74 |
| 2020-03-31 | $1.5M | 13k | 115.47 |
| 2019-12-31 | $240k | 1.5k | 165.40 |