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Vanguard Small-Cap Value ETF shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial 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 LGT Financial Advisors 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $23k 118 197.71
2024-09-30 $24k 117 200.91
2024-06-30 $21k 116 182.41
2024-03-31 $22k 116 191.76
2023-12-31 $21k 115 180.52
2023-09-30 $18k 115 158.97
2023-06-30 $19k 114 165.39
2022-12-31 $18k 113 158.41