Vanguard Small-Cap Value ETF shares owned by Andrews, Lucia Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Andrews, Lucia Wealth Management
from 13F filings
Historical chart of Andrews, Lucia Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Andrews, Lucia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 1.2k | 208.73 |
| 2025-06-30 | $226k | 1.2k | 195.03 |
| 2025-03-31 | $230k | 1.2k | 198.20 |
| 2024-12-31 | $233k | 1.2k | 200.80 |
| 2024-09-30 | $211k | 1.2k | 182.46 |
| 2024-06-30 | $221k | 1.2k | 191.82 |
| 2024-03-31 | $221k | 1.2k | 191.82 |
| 2023-12-31 | $207k | 1.1k | 179.95 |
| 2022-06-30 | $261k | 1.5k | 175.76 |
More positions owned by Andrews, Lucia Wealth Management
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