Vanguard Small-Cap Value ETF shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.6k | 200.78 |
| 2024-06-30 | $1000k | 5.5k | 182.52 |
| 2024-03-31 | $959k | 5.0k | 191.88 |
| 2023-12-31 | $737k | 4.1k | 179.97 |
| 2023-09-30 | $564k | 3.5k | 159.49 |
| 2023-06-30 | $545k | 3.3k | 165.40 |
| 2023-03-31 | $456k | 2.9k | 158.76 |
| 2022-12-31 | $720k | 4.5k | 158.87 |
| 2022-09-30 | $899k | 6.3k | 143.45 |
| 2022-06-30 | $1.0M | 6.8k | 149.81 |
| 2022-03-31 | $1.9M | 11k | 175.97 |
| 2021-12-31 | $1.7M | 9.6k | 178.86 |
| 2021-09-30 | $1.6M | 9.7k | 169.30 |
| 2021-06-30 | $1.7M | 10k | 173.64 |
| 2021-03-31 | $2.1M | 13k | 165.61 |
| 2020-12-31 | $1.6M | 11k | 142.24 |
| 2020-09-30 | $1.3M | 12k | 110.60 |
| 2020-06-30 | $978k | 9.1k | 106.90 |
| 2020-03-31 | $829k | 9.3k | 88.84 |