Vanguard Small-Cap ETF shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.3M | 6.7k | 189.56 |
| 2022-12-31 | $938k | 5.1k | 183.54 |
| 2022-09-30 | $926k | 4.9k | 187.87 |
| 2022-06-30 | $272k | 1.5k | 176.39 |
| 2022-03-31 | $317k | 1.5k | 212.75 |
| 2021-12-31 | $365k | 1.6k | 225.87 |
| 2021-09-30 | $1.1M | 5.1k | 218.71 |
| 2021-06-30 | $1.2M | 5.2k | 223.62 |
| 2021-03-31 | $1.1M | 4.9k | 214.05 |
| 2020-12-31 | $771k | 4.0k | 194.75 |
| 2020-09-30 | $605k | 3.9k | 153.87 |
| 2020-06-30 | $632k | 4.3k | 145.62 |
| 2020-03-31 | $391k | 3.4k | 115.51 |
| 2019-12-31 | $558k | 3.4k | 165.53 |
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