Vanguard Small-Cap Value ETF shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $566k | 3.7k | 151.76 |
| 2023-06-30 | $614k | 3.7k | 165.39 |
| 2023-03-31 | $587k | 3.7k | 158.75 |
| 2022-12-31 | $584k | 3.7k | 158.80 |
| 2022-09-30 | $525k | 3.7k | 143.48 |
| 2022-06-30 | $546k | 3.6k | 149.84 |
| 2022-03-31 | $639k | 3.6k | 175.98 |
| 2021-12-31 | $648k | 3.6k | 178.96 |
| 2021-09-30 | $610k | 3.6k | 169.30 |
| 2021-06-30 | $601k | 3.5k | 173.55 |
| 2021-03-31 | $567k | 3.4k | 165.55 |
| 2020-12-31 | $443k | 3.1k | 142.22 |
| 2020-09-30 | $331k | 3.0k | 110.52 |
| 2020-06-30 | $319k | 3.0k | 107.05 |
| 2020-03-31 | $249k | 2.8k | 88.58 |
| 2019-12-31 | $71k | 522 | 136.14 |
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