Vanguard Small-Cap Value ETF shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 24k | 191.88 |
| 2023-12-31 | $4.5M | 25k | 179.97 |
| 2023-09-30 | $4.3M | 27k | 159.49 |
| 2023-06-30 | $4.0M | 24k | 165.40 |
| 2023-03-31 | $4.2M | 27k | 158.76 |
| 2022-12-31 | $4.1M | 26k | 158.80 |
| 2022-09-30 | $3.6M | 25k | 143.40 |
| 2022-06-30 | $3.3M | 22k | 149.84 |
| 2022-03-31 | $3.9M | 22k | 175.95 |
| 2021-12-31 | $3.8M | 21k | 178.84 |
| 2021-09-30 | $3.5M | 20k | 169.25 |
| 2021-06-30 | $3.3M | 19k | 173.68 |
| 2021-03-31 | $3.2M | 20k | 165.62 |
| 2020-12-31 | $2.7M | 19k | 142.21 |
| 2020-09-30 | $2.1M | 19k | 110.62 |
| 2020-06-30 | $2.0M | 19k | 106.89 |
| 2020-03-31 | $1.7M | 19k | 88.78 |
| 2019-12-31 | $1.2M | 8.8k | 137.08 |
| 2019-09-30 | $1.0M | 8.0k | 128.94 |
| 2019-06-30 | $1.1M | 8.1k | 130.58 |
| 2019-03-31 | $758k | 5.9k | 128.80 |
| 2018-12-31 | $709k | 6.2k | 114.04 |
| 2018-09-30 | $806k | 5.8k | 139.33 |
| 2018-06-30 | $750k | 5.5k | 135.70 |
| 2018-03-31 | $511k | 4.0k | 126.49 |
| 2017-12-31 | $578k | 4.3k | 134.95 |
| 2017-09-30 | $396k | 3.1k | 128.61 |
| 2017-06-30 | $37k | 3.1k | 12.04 |
| 2017-03-31 | $267k | 2.2k | 120.60 |
| 2016-12-31 | $284k | 2.3k | 121.73 |