Vanguard Small-Cap Value ETF shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group 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 Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $455k | 2.5k | 179.97 |
| 2023-09-30 | $408k | 2.6k | 159.48 |
| 2023-06-30 | $407k | 2.5k | 165.41 |
| 2022-12-31 | $367k | 2.3k | 158.78 |
| 2022-09-30 | $310k | 2.2k | 143.52 |
| 2022-06-30 | $251k | 1.7k | 149.76 |
| 2022-03-31 | $282k | 1.6k | 175.81 |
| 2021-12-31 | $286k | 1.6k | 178.64 |
| 2021-09-30 | $291k | 1.7k | 169.48 |
| 2021-06-30 | $297k | 1.7k | 173.48 |
| 2021-03-31 | $282k | 1.7k | 165.69 |
| 2020-12-31 | $249k | 1.8k | 141.96 |
| 2018-09-30 | $211k | 1.5k | 138.36 |
| 2018-06-30 | $208k | 1.5k | 136.39 |