Vanguard Small-Cap Value ETF shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 2.9k | 208.74 |
| 2025-06-30 | $559k | 2.9k | 195.04 |
| 2025-03-31 | $213k | 1.1k | 186.29 |
| 2024-12-31 | $215k | 1.1k | 198.24 |
| 2024-09-30 | $294k | 1.5k | 200.84 |
| 2024-06-30 | $260k | 1.4k | 182.49 |
| 2024-03-31 | $274k | 1.4k | 191.84 |
| 2023-09-30 | $213k | 1.3k | 159.51 |
| 2023-06-30 | $221k | 1.3k | 165.42 |
| 2023-03-31 | $211k | 1.3k | 158.77 |
| 2022-12-31 | $210k | 1.3k | 158.80 |