Vanguard Small-Cap Value ETF shares owned by Lantz Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Lantz Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $243k | 1.2k | 200.78 |
| 2024-06-30 | $298k | 1.6k | 182.52 |
| 2023-09-30 | $2.1M | 13k | 159.49 |
| 2023-06-30 | $1.8M | 11k | 165.40 |
| 2023-03-31 | $1.6M | 10k | 158.76 |
| 2022-12-31 | $703k | 4.4k | 158.80 |
| 2022-09-30 | $460k | 3.2k | 143.53 |