Vanguard Small-Cap Value ETF shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox 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 Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $95k | 551 | 172.41 |
| 2021-12-31 | $31k | 176 | 176.14 |
| 2021-09-30 | $30k | 174 | 172.41 |
| 2021-06-30 | $21k | 119 | 176.47 |
| 2021-03-31 | $11k | 68 | 161.76 |
| 2019-12-31 | $20k | 146 | 136.99 |
| 2018-12-31 | $9.0k | 76 | 118.42 |
| 2018-09-30 | $6.0k | 44 | 136.36 |
| 2018-06-30 | $6.0k | 44 | 136.36 |
| 2018-03-31 | $6.0k | 44 | 136.36 |
| 2017-12-31 | $6.0k | 44 | 136.36 |
| 2017-09-30 | $6.0k | 44 | 136.36 |
| 2017-06-30 | $5.0k | 44 | 113.64 |
| 2017-03-31 | $15k | 122 | 122.95 |
| 2015-03-31 | $2.0k | 19 | 105.26 |
| 2013-12-31 | $16k | 162 | 98.77 |