Vanguard Small-Cap Value ETF shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $65k | 504 | 128.97 |
| 2017-12-31 | $84k | 630 | 133.33 |
| 2017-09-30 | $58k | 454 | 127.75 |
| 2017-06-30 | $62k | 509 | 121.81 |
| 2017-03-31 | $64k | 522 | 122.61 |
| 2016-12-31 | $206k | 1.7k | 120.61 |
| 2016-09-30 | $196k | 1.8k | 110.48 |
| 2016-06-30 | $1.1M | 11k | 105.22 |
| 2016-03-31 | $1.1M | 11k | 101.82 |
| 2015-12-31 | $2.6M | 26k | 98.75 |