Vanguard Small-Cap Value ETF shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth 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 HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by HHM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $372k | 1.9k | 200.78 |
2024-06-30 | $338k | 1.9k | 182.52 |
2024-03-31 | $313k | 1.6k | 191.88 |
2023-09-30 | $305k | 1.9k | 159.49 |
2023-06-30 | $316k | 1.9k | 165.40 |
2023-03-31 | $304k | 1.9k | 158.76 |
2022-12-31 | $304k | 1.9k | 158.80 |
2022-09-30 | $7.0k | 47 | 148.94 |
2022-06-30 | $21k | 140 | 150.00 |
2022-03-31 | $25k | 140 | 178.57 |
2021-12-31 | $25k | 140 | 178.57 |
2021-09-30 | $24k | 140 | 171.43 |
2021-06-30 | $24k | 140 | 171.43 |
2021-03-31 | $23k | 140 | 164.29 |
2020-12-31 | $13k | 93 | 139.78 |
2020-09-30 | $10k | 93 | 107.53 |
2020-06-30 | $10k | 93 | 107.53 |
2020-03-31 | $8.0k | 93 | 86.02 |