Vanguard Small-Cap Value ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $165k | 1.0k | 165.40 |
| 2023-03-31 | $159k | 1.0k | 158.76 |
| 2022-12-31 | $176k | 1.1k | 158.80 |
| 2022-09-30 | $143k | 1.0k | 143.00 |
| 2022-06-30 | $150k | 1.0k | 150.00 |
| 2022-03-31 | $176k | 1.0k | 176.00 |
| 2021-12-31 | $380k | 2.1k | 179.08 |
| 2021-09-30 | $172k | 1.0k | 169.29 |
| 2021-06-30 | $176k | 1.0k | 173.23 |
| 2021-03-31 | $166k | 1.0k | 166.00 |
| 2020-12-31 | $142k | 1.0k | 142.00 |
| 2020-09-30 | $111k | 1.0k | 111.00 |
| 2020-06-30 | $157k | 1.5k | 106.95 |
| 2020-03-31 | $94k | 1.1k | 88.76 |
| 2019-12-31 | $145k | 1.1k | 136.92 |
| 2019-09-30 | $136k | 1.1k | 128.42 |
| 2019-06-30 | $144k | 1.1k | 130.91 |
| 2019-03-31 | $148k | 1.2k | 128.58 |
| 2018-12-31 | $131k | 1.2k | 113.81 |
| 2018-09-30 | $157k | 1.1k | 139.31 |
| 2018-06-30 | $153k | 1.1k | 135.76 |
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