Vanguard Small-Cap Value ETF shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $510k | 2.7k | 191.89 |
| 2023-12-31 | $434k | 2.4k | 180.00 |
| 2023-09-30 | $374k | 2.3k | 165.36 |
| 2023-06-30 | $391k | 2.4k | 165.37 |
| 2023-03-31 | $376k | 2.4k | 158.77 |
| 2022-12-31 | $657k | 4.1k | 158.80 |
| 2022-09-30 | $552k | 3.8k | 143.49 |
| 2022-06-30 | $565k | 3.7k | 152.00 |
| 2022-03-31 | $710k | 4.0k | 175.92 |
| 2021-12-31 | $399k | 2.2k | 178.68 |
| 2021-09-30 | $418k | 2.5k | 169.37 |
| 2021-06-30 | $365k | 2.1k | 173.64 |
| 2020-06-30 | $569k | 5.3k | 106.87 |
| 2020-03-31 | $473k | 5.3k | 88.78 |
| 2019-12-31 | $958k | 7.7k | 125.00 |
| 2019-09-30 | $594k | 4.5k | 132.35 |
| 2019-06-30 | $508k | 3.8k | 132.35 |
| 2019-03-31 | $405k | 3.1k | 132.35 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors