Vanguard Small-Cap Value ETF shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Lifeworks 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $213k | 1.1k | 198.18 |
| 2024-09-30 | $216k | 1.1k | 200.78 |
| 2024-06-30 | $246k | 1.3k | 182.52 |
| 2024-03-31 | $328k | 1.7k | 191.88 |
| 2023-12-31 | $430k | 2.4k | 179.97 |
| 2023-09-30 | $372k | 2.3k | 159.49 |
| 2023-06-30 | $306k | 1.8k | 165.40 |