Vanguard Small-Cap Value ETF shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 245 | 208.71 |
| 2025-06-30 | $48k | 245 | 195.01 |
| 2025-03-31 | $54k | 290 | 186.29 |
| 2024-12-31 | $49k | 245 | 198.18 |
| 2024-09-30 | $51k | 255 | 200.78 |
| 2024-06-30 | $47k | 255 | 182.52 |
| 2024-03-31 | $49k | 255 | 191.88 |
| 2023-12-31 | $51k | 285 | 179.97 |
| 2023-09-30 | $46k | 285 | 159.49 |
| 2023-06-30 | $47k | 285 | 165.40 |
| 2023-03-31 | $27k | 168 | 158.76 |
| 2022-12-31 | $27k | 168 | 158.80 |
| 2022-09-30 | $24k | 168 | 142.86 |
| 2022-06-30 | $25k | 168 | 148.81 |
| 2022-03-31 | $30k | 168 | 178.57 |
| 2021-12-31 | $30k | 168 | 178.57 |
| 2021-09-30 | $22k | 125 | 176.00 |
| 2021-06-30 | $22k | 125 | 176.00 |