Vanguard Small-Cap Value ETF shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $595k | 3.0k | 200.78 |
| 2024-06-30 | $340k | 1.9k | 182.51 |
| 2024-03-31 | $261k | 1.4k | 191.86 |
| 2023-12-31 | $235k | 1.3k | 179.85 |
| 2023-09-30 | $197k | 1.2k | 159.47 |
| 2023-06-30 | $199k | 1.2k | 165.34 |
| 2023-03-31 | $182k | 1.1k | 158.71 |
| 2022-12-31 | $139k | 873 | 158.75 |
| 2022-09-30 | $35k | 247 | 141.70 |
| 2022-06-30 | $22k | 146 | 150.68 |
| 2022-03-31 | $26k | 145 | 179.31 |
| 2021-12-31 | $26k | 145 | 179.31 |
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